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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 | $7,196 | $96,388-92.5% | $80,627-91.1% | $139,466-94.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 22.15% | 1352.08%-1329.9pp | 936.76%-914.6pp | 373.66%-351.5pp |
| Employer contribution / active EE | $2,959 | $3,260-9.2% | $2,723+8.7% | $4,754-37.8% |
| Participant deferral / active EE | $1,049 | $5,224-79.9% | $4,443-76.4% | $6,712-84.4% |
| Admin fee / account holder | $1,424 | $6,603-78.4% | $5,381-73.5% | $11,409-87.5% |