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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 | $18,345 | $148,558-87.7% | $135,925-86.5% | $139,427-86.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.90% | 79.22%-64.3pp | 68.25%-53.4pp | 373.27%-358.4pp |
| Employer contribution / active EE | $2,748 | $5,244-47.6% | $4,857-43.4% | $4,752-42.2% |
| Participant deferral / active EE | $6,229 | $8,101-23.1% | $7,759-19.7% | $6,711-7.2% |
| Admin fee / account holder | $513 | $12,401-95.9% | $10,764-95.2% | $11,404-95.5% |