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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 | $12,321 | $58,234-78.8% | $81,783-84.9% | $80,874-84.8% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 14.24% | 41.70%-27.5pp | 775.05%-760.8pp | 35.62%-21.4pp |
| Employer contribution / active EE | $617 | $2,341-73.7% | $2,913-78.8% | $2,756-77.6% |
| Participant deferral / active EE | $3,816 | $3,283+16.2% | $4,320-11.7% | $4,297-11.2% |
| Admin fee / account holder | $561 | $4,982-88.7% | $7,380-92.4% | $6,935-91.9% |