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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 | $18,944 | $68,097-72.2% | $62,929-69.9% | $137,256-86.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 23.15% | 1859.11%-1836.0pp | 1063.93%-1040.8pp | 220.34%-197.2pp |
| Employer contribution / active EE | $5,377 | $2,811+91.3% | $2,505+114.7% | $4,156+29.4% |
| Participant deferral / active EE | $6,428 | $4,553+41.2% | $3,888+65.3% | $6,407+0.3% |
| Admin fee / account holder | $11,246 | $6,521+72.4% | $5,065+122.1% | $12,270-8.3% |