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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 | $17,098 | $111,787-84.7% | $93,681-81.7% | $145,978-88.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.38% | 203.52%-189.1pp | 133.47%-119.1pp | 550.52%-536.1pp |
| Employer contribution / active EE | $1,997 | $3,093-35.4% | $2,422-17.5% | $4,662-57.2% |
| Participant deferral / active EE | $3,702 | $4,918-24.7% | $4,415-16.2% | $6,690-44.7% |
| Admin fee / account holder | $1,518 | $10,256-85.2% | $8,290-81.7% | $13,400-88.7% |