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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 | $35,030 | $76,519-54.2% | $56,025-37.5% | $145,897-76.0% |
| Participation rate | 93.3% | 63.2%+30.1pp | 52.5%+40.8pp | 80.3%+13.0pp |
| Annual return | 10.67% | 3017.03%-3006.4pp | 1712.69%-1702.0pp | 552.29%-541.6pp |
| Employer contribution / active EE | $2,069 | $1,383+49.5% | $1,042+98.6% | $4,663-55.6% |
| Participant deferral / active EE | $2,804 | $2,624+6.9% | $1,955+43.5% | $6,689-58.1% |
| Admin fee / account holder | $4,681 | $3,331+40.6% | $2,828+65.5% | $13,390-65.0% |