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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 | $23,506 | $150,207-84.4% | $120,380-80.5% | $145,978-83.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 18.68% | 154.28%-135.6pp | 107.28%-88.6pp | 550.52%-531.8pp |
| Employer contribution / active EE | $1,255 | $4,351-71.2% | $3,465-63.8% | $4,662-73.1% |
| Participant deferral / active EE | $34,100 | $6,175+452.2% | $4,992+583.1% | $6,690+409.7% |
| Admin fee / account holder | $23,987 | $12,203+96.6% | $9,421+154.6% | $13,400+79.0% |