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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 | $12,151 | $70,366-82.7% | $66,674-81.8% | $138,895-91.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 35.29% | 386.41%-351.1pp | 321.24%-286.0pp | 145.39%-110.1pp |
| Employer contribution / active EE | $2,702 | $2,765-2.3% | $2,620+3.1% | $4,194-35.6% |
| Participant deferral / active EE | $3,759 | $4,374-14.1% | $4,084-8.0% | $6,396-41.2% |
| Admin fee / account holder | $1,440 | $5,262-72.6% | $5,098-71.8% | $12,562-88.5% |