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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 | $12,374 | $162,529-92.4% | $130,788-90.5% | $154,746-92.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 19.64% | 510.48%-490.8pp | 386.44%-366.8pp | 172.34%-152.7pp |
| Employer contribution / active EE | $396 | $4,447-91.1% | $3,558-88.9% | $4,379-91.0% |
| Participant deferral / active EE | $576 | $4,808-88.0% | $4,137-86.1% | $6,730-91.4% |
| Admin fee / account holder | $1,974 | $7,669-74.3% | $6,673-70.4% | $14,365-86.3% |