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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 | $14,707 | $121,637-87.9% | $104,605-85.9% | $158,931-90.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 13.58% | 465.32%-451.7pp | 340.46%-326.9pp | 302.86%-289.3pp |
| Employer contribution / active EE | $17,270 | $3,163+445.9% | $2,681+544.3% | $4,761+262.7% |
| Participant deferral / active EE | $18,855 | $4,177+351.4% | $3,739+404.3% | $5,982+215.2% |
| Admin fee / account holder | $401 | $7,788-94.8% | $6,473-93.8% | $11,247-96.4% |