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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 | $12,431 | $112,729-89.0% | $98,716-87.4% | $137,256-90.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 287.45% | 38.48%+249.0pp | 31.81%+255.6pp | 220.34%+67.1pp |
| Employer contribution / active EE | $1,549 | $2,725-43.2% | $2,279-32.0% | $4,156-62.7% |
| Participant deferral / active EE | $1,990 | $4,640-57.1% | $4,048-50.8% | $6,407-68.9% |
| Admin fee / account holder | $1,065 | $10,129-89.5% | $8,703-87.8% | $12,270-91.3% |