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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 | $6,948 | $81,749-91.5% | $58,544-88.1% | $139,456-95.0% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 8.95% | 7425.45%-7416.5pp | 4249.56%-4240.6pp | 373.45%-364.5pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $658 | $2,555-74.2% | $1,923-65.8% | $6,711-90.2% |
| Admin fee / account holder | $1,465 | $3,272-55.2% | $2,520-41.9% | $11,407-87.2% |