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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 | $13,420 | $101,618-86.8% | $93,063-85.6% | $137,256-90.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 18.89% | 223.95%-205.1pp | 34.15%-15.3pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,641 | $2,707-39.4% | $2,476-33.7% | $4,156-60.5% |
| Participant deferral / active EE | $1,641 | $4,279-61.7% | $3,958-58.6% | $6,407-74.4% |
| Admin fee / account holder | $663 | $6,198-89.3% | $6,033-89.0% | $12,270-94.6% |