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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 | $12,739 | $76,522-83.4% | $56,033-77.3% | $145,884-91.3% |
| Participation rate | 83.3% | 63.2%+20.1pp | 52.5%+30.8pp | 80.3%+3.0pp |
| Annual return | 24.67% | 3014.28%-2989.6pp | 1711.38%-1686.7pp | 551.85%-527.2pp |
| Employer contribution / active EE | $1,135 | $1,382-17.9% | $1,041+9.1% | $4,662-75.7% |
| Participant deferral / active EE | $3,042 | $2,624+15.9% | $1,954+55.7% | $6,690-54.5% |
| Admin fee / account holder | $1,073 | $3,328-67.8% | $2,827-62.1% | $13,392-92.0% |