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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 | $24,601 | $96,419-74.5% | $80,648-69.5% | $139,487-82.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 28.94% | 1352.86%-1323.9pp | 937.21%-908.3pp | 373.84%-344.9pp |
| Employer contribution / active EE | $1,499 | $3,261-54.0% | $2,724-45.0% | $4,755-68.5% |
| Participant deferral / active EE | $2,610 | $5,225-50.1% | $4,443-41.3% | $6,713-61.1% |
| Admin fee / account holder | $817 | $6,605-87.6% | $5,382-84.8% | $11,407-92.8% |