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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 | $58,241-65.3% | $81,780-75.3% | $80,911-75.0% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 19.90% | 41.73%-21.8pp | 776.27%-756.4pp | 35.63%-15.7pp |
| Employer contribution / active EE | $2,209 | $2,343-5.7% | $2,914-24.2% | $2,756-19.8% |
| Participant deferral / active EE | $4,919 | $3,283+49.9% | $4,321+13.9% | $4,297+14.5% |
| Admin fee / account holder | $540 | $4,973-89.1% | $7,384-92.7% | $6,935-92.2% |