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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 | $28,201 | $27,943+0.9% | $58,507-51.8% | $75,177-62.5% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 16.63% | 44.22%-27.6pp | 4252.32%-4235.7pp | 160.75%-144.1pp |
| Employer contribution / active EE | $4,344 | $670+548.8% | $1,053+312.5% | $2,671+62.6% |
| Participant deferral / active EE | $3,171 | $1,202+163.8% | $1,922+65.0% | $4,126-23.2% |
| Admin fee / account holder | $1,849 | $1,727+7.1% | $2,486-25.6% | $5,651-67.3% |