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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 | $19,171 | $67,823-71.7% | $52,425-63.4% | $137,256-86.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 19.22% | 219.11%-199.9pp | 302.12%-282.9pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,716 | $1,163+47.6% | $914+87.8% | $4,156-58.7% |
| Participant deferral / active EE | $6,183 | $2,288+170.2% | $1,790+245.3% | $6,407-3.5% |
| Admin fee / account holder | $826 | $2,844-71.0% | $2,495-66.9% | $12,270-93.3% |