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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 | $17,480 | $90,614-80.7% | $76,089-77.0% | $145,877-88.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 17.03% | 623.80%-606.8pp | 360.94%-343.9pp | 551.28%-534.3pp |
| Employer contribution / active EE | $8,152 | $3,324+145.2% | $2,690+203.0% | $4,663+74.8% |
| Participant deferral / active EE | $13,397 | $5,168+159.2% | $4,259+214.5% | $6,691+100.2% |
| Admin fee / account holder | $11,951 | $8,376+42.7% | $6,418+86.2% | $13,402-10.8% |