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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 | $23,575 | $210,698-88.8% | $178,014-86.8% | $145,959-83.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 21.89% | 386.27%-364.4pp | 294.80%-272.9pp | 561.95%-540.1pp |
| Employer contribution / active EE | $1,354 | $4,567-70.4% | $3,950-65.7% | $4,661-70.9% |
| Participant deferral / active EE | $2,839 | $6,958-59.2% | $6,276-54.8% | $6,689-57.6% |
| Admin fee / account holder | $505 | $12,016-95.8% | $10,362-95.1% | $13,398-96.2% |