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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 | $6,192 | $70,366-91.2% | $66,674-90.7% | $138,895-95.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 23.10% | 386.41%-363.3pp | 321.24%-298.1pp | 145.39%-122.3pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,286 | $4,374+43.7% | $4,084+53.9% | $6,396-1.7% |
| Admin fee / account holder | $1,072 | $5,262-79.6% | $5,098-79.0% | $12,562-91.5% |