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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 | $28,502 | $102,635-72.2% | $86,209-66.9% | $139,456-79.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 11.21% | 1923.53%-1912.3pp | 1169.05%-1157.8pp | 373.45%-362.2pp |
| Employer contribution / active EE | $2,530 | $3,034-16.6% | $2,381+6.2% | $4,753-46.8% |
| Participant deferral / active EE | $3,036 | $4,677-35.1% | $3,986-23.8% | $6,711-54.8% |
| Admin fee / account holder | $18,188 | $8,661+110.0% | $6,853+165.4% | $11,407+59.4% |