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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 | $37,443 | $76,519-51.1% | $56,025-33.2% | $145,897-74.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 15.08% | 3017.03%-3001.9pp | 1712.69%-1697.6pp | 552.29%-537.2pp |
| Employer contribution / active EE | $1,355 | $1,383-2.1% | $1,042+30.1% | $4,663-70.9% |
| Participant deferral / active EE | $4,499 | $2,624+71.4% | $1,955+130.2% | $6,689-32.7% |
| Admin fee / account holder | $1,204 | $3,331-63.9% | $2,828-57.4% | $13,390-91.0% |