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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 | $21,939 | $125,193-82.5% | $105,591-79.2% | $145,978-85.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 15.39% | 225.53%-210.1pp | 116.43%-101.0pp | 550.52%-535.1pp |
| Employer contribution / active EE | $16,844 | $3,718+353.0% | $3,166+432.0% | $4,662+261.3% |
| Participant deferral / active EE | $12,882 | $5,708+125.7% | $5,008+157.2% | $6,690+92.6% |
| Admin fee / account holder | $114,356 | $17,277+561.9% | $11,024+937.3% | $13,400+753.4% |