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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 | $15,068 | $81,727-81.6% | $58,534-74.3% | $139,427-89.2% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 17.65% | 7422.38%-7404.7pp | 4248.32%-4230.7pp | 373.27%-355.6pp |
| Employer contribution / active EE | $1,963 | $1,399+40.3% | $1,054+86.3% | $4,752-58.7% |
| Participant deferral / active EE | $6,860 | $2,557+168.3% | $1,924+256.5% | $6,711+2.2% |
| Admin fee / account holder | $3,295 | $3,271+0.7% | $2,519+30.8% | $11,404-71.1% |