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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 | $17,459 | $72,396-75.9% | $67,511-74.1% | $145,959-88.0% |
| Participation rate | 88.9% | 76.9%+12.0pp | 72.9%+16.0pp | 80.3%+8.6pp |
| Annual return | 12.76% | 7194.07%-7181.3pp | 3517.41%-3504.6pp | 561.95%-549.2pp |
| Employer contribution / active EE | $1,394 | $3,071-54.6% | $2,733-49.0% | $4,661-70.1% |
| Participant deferral / active EE | $6,798 | $4,781+42.2% | $4,000+69.9% | $6,689+1.6% |
| Admin fee / account holder | $117,779 | $5,538+2026.7% | $3,999+2845.4% | $13,398+779.1% |