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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 | $15,192 | $180,749-91.6% | $160,784-90.6% | $137,256-88.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 16.09% | 2234.46%-2218.4pp | 1803.92%-1787.8pp | 220.34%-204.3pp |
| Employer contribution / active EE | $2,391 | $4,155-42.5% | $3,733-36.0% | $4,156-42.5% |
| Participant deferral / active EE | $2,878 | $6,844-57.9% | $6,293-54.3% | $6,407-55.1% |
| Admin fee / account holder | $2,441 | $10,397-76.5% | $9,717-74.9% | $12,270-80.1% |