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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 | $16,817 | $72,071-76.7% | $68,368-75.4% | $137,256-87.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 20.59% | 353.14%-332.6pp | 292.57%-272.0pp | 220.34%-199.8pp |
| Employer contribution / active EE | $1,907 | $2,788-31.6% | $2,649-28.0% | $4,156-54.1% |
| Participant deferral / active EE | $1,840 | $4,410-58.3% | $4,123-55.4% | $6,407-71.3% |
| Admin fee / account holder | $801 | $5,336-85.0% | $5,150-84.5% | $12,270-93.5% |