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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 | $12,515 | $100,073-87.5% | $85,126-85.3% | $145,877-91.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 23.20% | 84.11%-60.9pp | 66.63%-43.4pp | 551.28%-528.1pp |
| Employer contribution / active EE | $1,519 | $3,236-53.1% | $2,731-44.4% | $4,663-67.4% |
| Participant deferral / active EE | $2,828 | $5,294-46.6% | $4,523-37.5% | $6,691-57.7% |
| Admin fee / account holder | $613 | $7,261-91.6% | $6,160-90.0% | $13,402-95.4% |