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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 | $20,580 | $107,353-80.8% | $92,903-77.8% | $152,885-86.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 14.34% | 145.62%-131.3pp | 109.43%-95.1pp | 345.39%-331.0pp |
| Employer contribution / active EE | $2,976 | $4,222-29.5% | $3,653-18.5% | $4,763-37.5% |
| Participant deferral / active EE | $2,976 | $4,848-38.6% | $4,238-29.8% | $5,851-49.1% |
| Admin fee / account holder | $1,063 | $7,081-85.0% | $5,795-81.7% | $11,598-90.8% |