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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 | $13,137 | $76,519-82.8% | $56,025-76.6% | $145,897-91.0% |
| Participation rate | 86.4% | 63.2%+23.1pp | 52.5%+33.9pp | 80.3%+6.1pp |
| Annual return | 13.38% | 3017.03%-3003.6pp | 1712.69%-1699.3pp | 552.29%-538.9pp |
| Employer contribution / active EE | $989 | $1,383-28.5% | $1,042-5.1% | $4,663-78.8% |
| Participant deferral / active EE | $4,070 | $2,624+55.1% | $1,955+108.2% | $6,689-39.2% |
| Admin fee / account holder | $1,698 | $3,331-49.0% | $2,828-40.0% | $13,390-87.3% |