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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 | $12,043 | $102,663-88.3% | $86,216-86.0% | $139,466-91.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 25.20% | 1924.52%-1899.3pp | 1169.42%-1144.2pp | 373.66%-348.5pp |
| Employer contribution / active EE | $2,342 | $3,035-22.8% | $2,382-1.7% | $4,754-50.7% |
| Participant deferral / active EE | $4,220 | $4,677-9.8% | $3,986+5.9% | $6,712-37.1% |
| Admin fee / account holder | $363 | $8,663-95.8% | $6,853-94.7% | $11,409-96.8% |