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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 | $19,499 | $58,275-66.5% | $81,844-76.2% | $80,935-75.9% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 28.77% | 41.82%-13.0pp | 778.87%-750.1pp | 35.66%-6.9pp |
| Employer contribution / active EE | $2,174 | $2,346-7.3% | $2,916-25.4% | $2,757-21.1% |
| Participant deferral / active EE | $6,635 | $3,285+101.9% | $4,323+53.5% | $4,299+54.3% |
| Admin fee / account holder | $1,268 | $4,749-73.3% | $7,355-82.8% | $6,924-81.7% |