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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 | $23,096 | $63,346-63.5% | $92,240-75.0% | $70,126-67.1% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 12.48% | 530.19%-517.7pp | 176.29%-163.8pp | 73.15%-60.7pp |
| Employer contribution / active EE | $833 | $2,471-66.3% | $3,680-77.4% | $2,343-64.4% |
| Participant deferral / active EE | $1,699 | $2,854-40.5% | $3,897-56.4% | $3,332-49.0% |
| Admin fee / account holder | $1,768 | $3,841-54.0% | $5,194-66.0% | $4,645-61.9% |