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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 | $13,593 | $102,595-86.8% | $94,057-85.5% | $154,746-91.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 15.92% | 583.42%-567.5pp | 480.62%-464.7pp | 172.34%-156.4pp |
| Employer contribution / active EE | $1,124 | $3,147-64.3% | $2,933-61.7% | $4,379-74.3% |
| Participant deferral / active EE | $1,848 | $5,118-63.9% | $4,709-60.8% | $6,730-72.5% |
| Admin fee / account holder | $996 | $7,736-87.1% | $7,244-86.3% | $14,365-93.1% |