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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 | $41,111 | $78,694-47.8% | $67,652-39.2% | $125,389-67.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 1.66% | 9.46%-7.8pp | 6625.40%-6623.7pp | 282.24%-280.6pp |
| Employer contribution / active EE | $1,382 | $3,044-54.6% | $2,266-39.0% | $4,866-71.6% |
| Participant deferral / active EE | $4,544 | $4,292+5.9% | $3,560+27.7% | $5,352-15.1% |
| Admin fee / account holder | $480 | $7,403-93.5% | $4,821-90.0% | $9,541-95.0% |