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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 | $19,802 | $95,664-79.3% | $76,902-74.3% | $139,487-85.8% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 41.74% | 55.03%-13.3pp | 37.91%+3.8pp | 373.84%-332.1pp |
| Employer contribution / active EE | $2,362 | $3,147-24.9% | $2,534-6.8% | $4,755-50.3% |
| Participant deferral / active EE | $11,490 | $4,626+148.4% | $3,833+199.7% | $6,713+71.2% |
| Admin fee / account holder | $2,663 | $8,311-68.0% | $5,479-51.4% | $11,407-76.7% |