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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 | $19,288 | $102,663-81.2% | $86,216-77.6% | $139,466-86.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 14.18% | 1924.52%-1910.3pp | 1169.42%-1155.2pp | 373.66%-359.5pp |
| Employer contribution / active EE | $10,187 | $3,035+235.7% | $2,382+327.7% | $4,754+114.3% |
| Participant deferral / active EE | $6,302 | $4,677+34.7% | $3,986+58.1% | $6,712-6.1% |
| Admin fee / account holder | $5,877 | $8,663-32.2% | $6,853-14.2% | $11,409-48.5% |