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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 | $13,854 | $100,938-86.3% | $90,461-84.7% | $158,982-91.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 32.42% | 1727.20%-1694.8pp | 1294.76%-1262.3pp | 302.99%-270.6pp |
| Employer contribution / active EE | $2,266 | $3,691-38.6% | $3,264-30.6% | $4,763-52.4% |
| Participant deferral / active EE | $2,436 | $4,350-44.0% | $3,964-38.5% | $5,983-59.3% |
| Admin fee / account holder | $1,164 | $6,510-82.1% | $5,617-79.3% | $11,252-89.7% |