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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 | $27,618 | $99,079-72.1% | $78,002-64.6% | $273,972-89.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 8.81% | 217.93%-209.1pp | 425.99%-417.2pp | 41.46%-32.6pp |
| Employer contribution / active EE | $1,029 | $3,308-68.9% | $2,470-58.3% | $4,869-78.9% |
| Participant deferral / active EE | $3,161 | $4,306-26.6% | $3,497-9.6% | $5,287-40.2% |
| Admin fee / account holder | $520 | $8,954-94.2% | $5,481-90.5% | $10,133-94.9% |