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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 | $31,231 | $76,519-59.2% | $56,025-44.3% | $145,897-78.6% |
| Participation rate | 85.7% | 63.2%+22.5pp | 52.5%+33.2pp | 80.3%+5.4pp |
| Annual return | 14.33% | 3017.03%-3002.7pp | 1712.69%-1698.4pp | 552.29%-538.0pp |
| Employer contribution / active EE | $3,208 | $1,383+131.9% | $1,042+208.0% | $4,663-31.2% |
| Participant deferral / active EE | $7,606 | $2,624+189.8% | $1,955+289.2% | $6,689+13.7% |
| Admin fee / account holder | $599 | $3,331-82.0% | $2,828-78.8% | $13,390-95.5% |