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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 | $12,508 | $169,237-92.6% | $129,339-90.3% | $145,978-91.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.19% | 14364.43%-14352.2pp | 9437.05%-9424.9pp | 550.52%-538.3pp |
| Employer contribution / active EE | $806 | $5,540-85.5% | $4,154-80.6% | $4,662-82.7% |
| Participant deferral / active EE | $1,159 | $4,991-76.8% | $4,170-72.2% | $6,690-82.7% |
| Admin fee / account holder | $565 | $9,882-94.3% | $7,668-92.6% | $13,400-95.8% |