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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 | $15,037 | $76,634-80.4% | $56,054-73.2% | $145,978-89.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 16.22% | 3004.33%-2988.1pp | 1705.95%-1689.7pp | 550.52%-534.3pp |
| Employer contribution / active EE | $282 | $1,380-79.6% | $1,039-72.9% | $4,662-94.0% |
| Participant deferral / active EE | $7,041 | $2,622+168.5% | $1,952+260.6% | $6,690+5.2% |
| Admin fee / account holder | $1,375 | $3,321-58.6% | $2,822-51.3% | $13,400-89.7% |