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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 | $20,039 | $109,872-81.8% | $98,483-79.7% | $167,536-88.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 9.94% | 1959.31%-1949.4pp | 1494.38%-1484.4pp | 478.82%-468.9pp |
| Employer contribution / active EE | $2,591 | $3,225-19.7% | $2,961-12.5% | $4,839-46.5% |
| Participant deferral / active EE | $8,357 | $4,673+78.8% | $4,276+95.4% | $6,342+31.8% |
| Admin fee / account holder | $391 | $6,757-94.2% | $5,953-93.4% | $12,315-96.8% |