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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 | $20,699 | $63,346-67.3% | $92,240-77.6% | $70,126-70.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 16.26% | 530.19%-513.9pp | 176.29%-160.0pp | 73.15%-56.9pp |
| Employer contribution / active EE | $2,673 | $2,471+8.2% | $3,680-27.4% | $2,343+14.1% |
| Participant deferral / active EE | $4,893 | $2,854+71.4% | $3,897+25.5% | $3,332+46.8% |
| Admin fee / account holder | $1,731 | $3,841-54.9% | $5,194-66.7% | $4,645-62.7% |