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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 | $11,173 | $72,071-84.5% | $68,368-83.7% | $137,256-91.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.24% | 353.14%-333.9pp | 292.57%-273.3pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,111 | $2,788-60.1% | $2,649-58.0% | $4,156-73.3% |
| Participant deferral / active EE | $614 | $4,410-86.1% | $4,123-85.1% | $6,407-90.4% |
| Admin fee / account holder | $997 | $5,336-81.3% | $5,150-80.6% | $12,270-91.9% |