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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 | $19,097 | $183,516-89.6% | $155,534-87.7% | $145,884-86.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.03% | 61.43%-44.4pp | 64.92%-47.9pp | 551.85%-534.8pp |
| Employer contribution / active EE | $1,827 | $5,315-65.6% | $4,675-60.9% | $4,662-60.8% |
| Participant deferral / active EE | $7,225 | $6,467+11.7% | $5,630+28.3% | $6,690+8.0% |
| Admin fee / account holder | $550 | $19,293-97.1% | $15,900-96.5% | $13,392-95.9% |