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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 | $10,953 | $180,749-93.9% | $160,784-93.2% | $137,256-92.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 17.74% | 2234.46%-2216.7pp | 1803.92%-1786.2pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,220 | $4,155-70.6% | $3,733-67.3% | $4,156-70.6% |
| Participant deferral / active EE | $1,968 | $6,844-71.3% | $6,293-68.7% | $6,407-69.3% |
| Admin fee / account holder | $773 | $10,397-92.6% | $9,717-92.0% | $12,270-93.7% |