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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 | $27,049 | $58,391-53.7% | $76,657-64.7% | $72,975-62.9% |
| Participation rate | 100.0% | 67.4%+32.6pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 16.45% | 2306.65%-2290.2pp | 1166.74%-1150.3pp | 81.01%-64.6pp |
| Employer contribution / active EE | $908 | $1,787-49.2% | $2,303-60.5% | $2,440-62.8% |
| Participant deferral / active EE | $1,223 | $2,690-54.5% | $3,335-63.3% | $3,608-66.1% |
| Admin fee / account holder | $1,514 | $4,014-62.3% | $6,423-76.4% | $5,124-70.5% |