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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 | $20,203 | $58,258-65.3% | $81,820-75.3% | $80,925-75.0% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 19.90% | 41.76%-21.9pp | 777.93%-758.0pp | 35.65%-15.7pp |
| Employer contribution / active EE | $2,209 | $2,345-5.8% | $2,915-24.2% | $2,756-19.9% |
| Participant deferral / active EE | $4,919 | $3,284+49.8% | $4,323+13.8% | $4,299+14.4% |
| Admin fee / account holder | $540 | $4,976-89.1% | $7,391-92.7% | $6,940-92.2% |