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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 | $16,722 | $107,941-84.5% | $91,994-81.8% | $152,897-89.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 22.19% | 89.28%-67.1pp | 69.04%-46.8pp | 345.43%-323.2pp |
| Employer contribution / active EE | $5,917 | $4,212+40.5% | $3,453+71.4% | $4,764+24.2% |
| Participant deferral / active EE | $8,717 | $6,366+36.9% | $5,924+47.1% | $5,851+49.0% |
| Admin fee / account holder | $18,343 | $10,521+74.3% | $7,744+136.9% | $11,599+58.1% |