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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 | $15,735 | $76,519-79.4% | $56,025-71.9% | $145,897-89.2% |
| Participation rate | 94.7% | 63.2%+31.5pp | 52.5%+42.2pp | 80.3%+14.4pp |
| Annual return | 14.56% | 3017.03%-3002.5pp | 1712.69%-1698.1pp | 552.29%-537.7pp |
| Employer contribution / active EE | $1,155 | $1,383-16.5% | $1,042+10.9% | $4,663-75.2% |
| Participant deferral / active EE | $3,899 | $2,624+48.5% | $1,955+99.5% | $6,689-41.7% |
| Admin fee / account holder | $2,034 | $3,331-38.9% | $2,828-28.1% | $13,390-84.8% |