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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 | $16,001 | $103,038-84.5% | $90,324-82.3% | $152,909-89.5% |
| Participation rate | 95.2% | 75.9%+19.4pp | 73.3%+22.0pp | 82.5%+12.8pp |
| Annual return | 232.29% | 95.25%+137.0pp | 78.15%+154.1pp | 345.46%-113.2pp |
| Employer contribution / active EE | $1,572 | $3,141-49.9% | $2,856-44.9% | $4,764-67.0% |
| Participant deferral / active EE | $8,371 | $4,282+95.5% | $3,885+115.4% | $5,851+43.1% |
| Admin fee / account holder | $986 | $6,177-84.0% | $5,356-81.6% | $11,601-91.5% |