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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,371 | $76,634-52.5% | $56,054-35.1% | $145,978-75.1% |
| Participation rate | 83.3% | 63.2%+20.1pp | 52.5%+30.9pp | 80.3%+3.0pp |
| Annual return | 13.93% | 3004.33%-2990.4pp | 1705.95%-1692.0pp | 550.52%-536.6pp |
| Employer contribution / active EE | $1,002 | $1,380-27.4% | $1,039-3.5% | $4,662-78.5% |
| Participant deferral / active EE | $2,576 | $2,622-1.8% | $1,952+31.9% | $6,690-61.5% |
| Admin fee / account holder | $4,423 | $3,321+33.2% | $2,822+56.7% | $13,400-67.0% |