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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 | $17,938 | $104,709-82.9% | $85,705-79.1% | $167,553-89.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 11.09% | 21.45%-10.4pp | 21.49%-10.4pp | 478.89%-467.8pp |
| Employer contribution / active EE | $7,286 | $3,338+118.3% | $2,619+178.2% | $4,840+50.6% |
| Participant deferral / active EE | $4,149 | $4,827-14.0% | $3,924+5.7% | $6,343-34.6% |
| Admin fee / account holder | $559 | $10,036-94.4% | $6,877-91.9% | $12,316-95.5% |