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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 | $2,785 | $72,071-96.1% | $68,368-95.9% | $137,256-98.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.77% | 353.14%-339.4pp | 292.57%-278.8pp | 220.34%-206.6pp |
| Employer contribution / active EE | $1,284 | $2,788-54.0% | $2,649-51.5% | $4,156-69.1% |
| Participant deferral / active EE | $2,006 | $4,410-54.5% | $4,123-51.4% | $6,407-68.7% |
| Admin fee / account holder | $10,524 | $5,336+97.2% | $5,150+104.4% | $12,270-14.2% |