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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 | $7,498 | $27,943-73.2% | $58,507-87.2% | $75,177-90.0% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 18.13% | 44.22%-26.1pp | 4252.32%-4234.2pp | 160.75%-142.6pp |
| Employer contribution / active EE | $1,085 | $670+62.0% | $1,053+3.0% | $2,671-59.4% |
| Participant deferral / active EE | $2,009 | $1,202+67.2% | $1,922+4.5% | $4,126-51.3% |
| Admin fee / account holder | $579 | $1,727-66.5% | $2,486-76.7% | $5,651-89.8% |