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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 | $40,992 | $102,595-60.0% | $94,057-56.4% | $154,746-73.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 24.03% | 583.42%-559.4pp | 480.62%-456.6pp | 172.34%-148.3pp |
| Employer contribution / active EE | $1,673 | $3,147-46.8% | $2,933-43.0% | $4,379-61.8% |
| Participant deferral / active EE | $15,991 | $5,118+212.4% | $4,709+239.6% | $6,730+137.6% |
| Admin fee / account holder | $464 | $7,736-94.0% | $7,244-93.6% | $14,365-96.8% |