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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 | $98,568 | $51,631+90.9% | $129,397-23.8% | $80,925+21.8% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 13.25% | 20.77%-7.5pp | 9453.98%-9440.7pp | 35.65%-22.4pp |
| Employer contribution / active EE | $1,282 | $1,583-19.0% | $4,154-69.2% | $2,756-53.5% |
| Participant deferral / active EE | $12,639 | $2,670+373.4% | $4,167+203.3% | $4,299+194.0% |
| Admin fee / account holder | $20,461 | $4,309+374.8% | $7,679+166.5% | $6,940+194.8% |