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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 | $20,488 | $88,710-76.9% | $81,783-74.9% | $145,959-86.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.58% | 1027.26%-1015.7pp | 775.05%-763.5pp | 561.95%-550.4pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $7,859 | $4,645+69.2% | $4,320+81.9% | $6,689+17.5% |
| Admin fee / account holder | $6,016 | $8,407-28.4% | $7,380-18.5% | $13,398-55.1% |