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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 | $24,331 | $102,595-76.3% | $94,057-74.1% | $154,746-84.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 12.50% | 583.42%-570.9pp | 480.62%-468.1pp | 172.34%-159.8pp |
| Employer contribution / active EE | $1,868 | $3,147-40.7% | $2,933-36.3% | $4,379-57.4% |
| Participant deferral / active EE | $3,715 | $5,118-27.4% | $4,709-21.1% | $6,730-44.8% |
| Admin fee / account holder | $661 | $7,736-91.5% | $7,244-90.9% | $14,365-95.4% |