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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 | $24,667 | $96,419-74.4% | $80,648-69.4% | $139,487-82.3% |
| Participation rate | 90.9% | 73.6%+17.3pp | 67.0%+23.9pp | 80.3%+10.6pp |
| Annual return | 16.40% | 1352.86%-1336.5pp | 937.21%-920.8pp | 373.84%-357.4pp |
| Employer contribution / active EE | $1,504 | $3,261-53.9% | $2,724-44.8% | $4,755-68.4% |
| Participant deferral / active EE | $1,853 | $5,225-64.5% | $4,443-58.3% | $6,713-72.4% |
| Admin fee / account holder | $1,700 | $6,605-74.3% | $5,382-68.4% | $11,407-85.1% |