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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 | $6,137 | $81,668-92.5% | $58,507-89.5% | $139,487-95.6% |
| Participation rate | 93.8% | 61.3%+32.4pp | 50.9%+42.9pp | 80.3%+13.4pp |
| Annual return | 12.64% | 7430.07%-7417.4pp | 4252.32%-4239.7pp | 373.84%-361.2pp |
| Employer contribution / active EE | $1,019 | $1,398-27.1% | $1,053-3.3% | $4,755-78.6% |
| Participant deferral / active EE | $916 | $2,554-64.1% | $1,922-52.3% | $6,713-86.4% |
| Admin fee / account holder | $7,347 | $3,212+128.7% | $2,486+195.5% | $11,407-35.6% |