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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 | $17,512 | $104,924-83.3% | $84,623-79.3% | $152,885-88.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 33.20% | 373.82%-340.6pp | 258.77%-225.6pp | 345.39%-312.2pp |
| Employer contribution / active EE | $1,289 | $3,302-61.0% | $2,652-51.4% | $4,763-72.9% |
| Participant deferral / active EE | $5,894 | $4,689+25.7% | $3,899+51.2% | $5,851+0.7% |
| Admin fee / account holder | $509 | $6,242-91.8% | $4,913-89.6% | $11,598-95.6% |