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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 | $84,873 | $68,097+24.6% | $62,929+34.9% | $137,256-38.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 16.95% | 1859.11%-1842.2pp | 1063.93%-1047.0pp | 220.34%-203.4pp |
| Employer contribution / active EE | $800 | $2,811-71.5% | $2,505-68.1% | $4,156-80.8% |
| Participant deferral / active EE | $823 | $4,553-81.9% | $3,888-78.8% | $6,407-87.2% |
| Admin fee / account holder | $793 | $6,521-87.8% | $5,065-84.4% | $12,270-93.5% |