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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 | $20,323 | $99,921-79.7% | $85,009-76.1% | $145,959-86.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.06% | 83.89%-68.8pp | 66.47%-51.4pp | 561.95%-546.9pp |
| Employer contribution / active EE | $1,319 | $3,233-59.2% | $2,728-51.7% | $4,661-71.7% |
| Participant deferral / active EE | $5,547 | $5,293+4.8% | $4,522+22.7% | $6,689-17.1% |
| Admin fee / account holder | $347 | $7,252-95.2% | $6,153-94.4% | $13,398-97.4% |