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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 | $19,386 | $27,943-30.6% | $58,507-66.9% | $75,177-74.2% |
| Participation rate | 97.6% | 38.8%+58.7pp | 50.9%+46.7pp | 67.2%+30.4pp |
| Annual return | 19.03% | 44.22%-25.2pp | 4252.32%-4233.3pp | 160.75%-141.7pp |
| Employer contribution / active EE | $4,008 | $670+498.5% | $1,053+280.5% | $2,671+50.0% |
| Participant deferral / active EE | $2,497 | $1,202+107.8% | $1,922+29.9% | $4,126-39.5% |
| Admin fee / account holder | $872 | $1,727-49.5% | $2,486-64.9% | $5,651-84.6% |