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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 | $13,820 | $110,093-87.4% | $97,295-85.8% | $145,897-90.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.23% | 244.76%-232.5pp | 75.62%-63.4pp | 552.29%-540.1pp |
| Employer contribution / active EE | $2,126 | $3,077-30.9% | $2,723-21.9% | $4,663-54.4% |
| Participant deferral / active EE | $2,554 | $4,678-45.4% | $4,264-40.1% | $6,689-61.8% |
| Admin fee / account holder | $1,711 | $6,212-72.5% | $5,646-69.7% | $13,390-87.2% |