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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 | $11,039 | $72,446-84.8% | $67,561-83.7% | $145,877-92.4% |
| Participation rate | 85.7% | 76.9%+8.8pp | 72.9%+12.8pp | 80.3%+5.4pp |
| Annual return | 13.46% | 7211.98%-7198.5pp | 3525.44%-3512.0pp | 551.28%-537.8pp |
| Employer contribution / active EE | $2,621 | $3,072-14.7% | $2,735-4.2% | $4,663-43.8% |
| Participant deferral / active EE | $3,439 | $4,785-28.1% | $4,003-14.1% | $6,691-48.6% |
| Admin fee / account holder | $511 | $5,541-90.8% | $4,006-87.3% | $13,402-96.2% |