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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 | $20,271 | $27,936-27.4% | $58,561-65.4% | $75,173-73.0% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 16.10% | 44.21%-28.1pp | 4251.33%-4235.2pp | 160.72%-144.6pp |
| Employer contribution / active EE | $3,276 | $670+389.2% | $1,053+210.9% | $2,671+22.6% |
| Participant deferral / active EE | $2,081 | $1,202+73.2% | $1,923+8.2% | $4,126-49.6% |
| Admin fee / account holder | $464 | $1,727-73.1% | $2,520-81.6% | $5,651-91.8% |