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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 | $17,896 | $99,345-82.0% | $84,753-78.9% | $273,972-93.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 115.88% | 22.93%+93.0pp | 22.78%+93.1pp | 41.46%+74.4pp |
| Employer contribution / active EE | $1,537 | $4,214-63.5% | $3,574-57.0% | $4,869-68.4% |
| Participant deferral / active EE | $9,509 | $4,270+122.7% | $3,712+156.2% | $5,287+79.8% |
| Admin fee / account holder | $647 | $6,645-90.3% | $5,333-87.9% | $10,133-93.6% |