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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 | $18,199 | $108,695-83.3% | $74,722-75.6% | $152,897-88.1% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 15.01% | 114.11%-99.1pp | 753.11%-738.1pp | 345.43%-330.4pp |
| Employer contribution / active EE | $595 | $1,504-60.5% | $1,084-45.1% | $4,764-87.5% |
| Participant deferral / active EE | $671 | $2,712-75.3% | $1,963-65.8% | $5,851-88.5% |
| Admin fee / account holder | $356 | $4,906-92.7% | $3,335-89.3% | $11,599-96.9% |