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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 | $21,620 | $106,280-79.7% | $96,538-77.6% | $139,487-84.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 10.94% | 38.48%-27.5pp | 35.74%-24.8pp | 373.84%-362.9pp |
| Employer contribution / active EE | $19,727 | $4,107+380.3% | $3,740+427.4% | $4,755+314.9% |
| Participant deferral / active EE | $3,712 | $5,457-32.0% | $4,880-23.9% | $6,713-44.7% |
| Admin fee / account holder | $20,895 | $7,888+164.9% | $6,737+210.1% | $11,407+83.2% |