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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 | $18,568 | $76,608-75.8% | $56,077-66.9% | $145,877-87.3% |
| Participation rate | 85.7% | 63.2%+22.5pp | 52.5%+33.2pp | 80.3%+5.4pp |
| Annual return | 14.20% | 3009.59%-2995.4pp | 1709.28%-1695.1pp | 551.28%-537.1pp |
| Employer contribution / active EE | $2,370 | $1,382+71.5% | $1,040+127.8% | $4,663-49.2% |
| Participant deferral / active EE | $4,669 | $2,624+77.9% | $1,954+138.9% | $6,691-30.2% |
| Admin fee / account holder | $3,044 | $3,325-8.5% | $2,825+7.7% | $13,402-77.3% |