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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 | $17,550 | $129,239-86.4% | $93,419-81.2% | $158,966-89.0% |
| Participation rate | 100.0% | 70.9%+29.1pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 5.25% | 118.21%-113.0pp | 78.05%-72.8pp | 302.95%-297.7pp |
| Employer contribution / active EE | $833 | $2,711-69.3% | $2,075-59.8% | $4,762-82.5% |
| Participant deferral / active EE | $2,237 | $3,909-42.8% | $3,126-28.4% | $5,983-62.6% |
| Admin fee / account holder | $8,245 | $7,383+11.7% | $5,230+57.6% | $11,250-26.7% |