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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 | $15,218 | $28,624-46.8% | $53,647-71.6% | $82,637-81.6% |
| Participation rate | 98.0% | 47.3%+50.8pp | 56.3%+41.8pp | 68.1%+30.0pp |
| Annual return | 31.11% | 664.98%-633.9pp | 358.33%-327.2pp | 53.51%-22.4pp |
| Employer contribution / active EE | $3,208 | $637+403.9% | $962+233.4% | $2,552+25.7% |
| Participant deferral / active EE | $4,305 | $1,196+259.9% | $1,813+137.4% | $4,126+4.3% |
| Admin fee / account holder | $2,345 | $2,022+16.0% | $2,460-4.7% | $7,339-68.0% |