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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 | $25,163 | $56,054-55.1% | $171,082-85.3% | $62,881-60.0% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | 100.33% | 22.52%+77.8pp | 32.56%+67.8pp | 20.14%+80.2pp |
| Employer contribution / active EE | $10,500 | $1,731+506.6% | $4,002+162.4% | $2,281+360.4% |
| Participant deferral / active EE | $13,634 | $3,158+331.7% | $4,797+184.2% | $3,203+325.7% |
| Admin fee / account holder | $1,092 | $3,647-70.1% | $8,520-87.2% | $4,296-74.6% |