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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 | $46,621 | $76,608-39.1% | $56,077-16.9% | $145,877-68.0% |
| Participation rate | 88.2% | 63.2%+25.0pp | 52.5%+35.7pp | 80.3%+7.9pp |
| Annual return | 9.20% | 3009.59%-3000.4pp | 1709.28%-1700.1pp | 551.28%-542.1pp |
| Employer contribution / active EE | $4,161 | $1,382+201.2% | $1,040+300.0% | $4,663-10.8% |
| Participant deferral / active EE | $3,325 | $2,624+26.7% | $1,954+70.2% | $6,691-50.3% |
| Admin fee / account holder | $2,625 | $3,325-21.0% | $2,825-7.1% | $13,402-80.4% |