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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 | $11,619 | $27,924-58.4% | $58,544-80.2% | $75,181-84.5% |
| Participation rate | 95.1% | 38.8%+56.2pp | 50.9%+44.2pp | 67.2%+27.9pp |
| Annual return | 63.47% | 44.20%+19.3pp | 4249.56%-4186.1pp | 160.69%-97.2pp |
| Employer contribution / active EE | $3,801 | $669+468.0% | $1,053+260.9% | $2,671+42.3% |
| Participant deferral / active EE | $4,838 | $1,202+302.6% | $1,923+151.6% | $4,126+17.3% |
| Admin fee / account holder | $408 | $1,726-76.4% | $2,520-83.8% | $5,650-92.8% |