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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 | $24,155 | $85,766-71.8% | $136,298-82.3% | $70,126-65.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 19.50% | 31.46%-12.0pp | 5156.27%-5136.8pp | 73.15%-53.6pp |
| Employer contribution / active EE | $5,105 | $2,966+72.1% | $4,696+8.7% | $2,343+117.9% |
| Participant deferral / active EE | $3,961 | $5,051-21.6% | $6,247-36.6% | $3,332+18.9% |
| Admin fee / account holder | $2,342 | $5,421-56.8% | $9,244-74.7% | $4,645-49.6% |