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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 | $7,855 | $84,447-90.7% | $61,389-87.2% | $134,493-94.2% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | 170.74% | 584.84%-414.1pp | 338.73%-168.0pp | 418.01%-247.3pp |
| Employer contribution / active EE | $1,018 | $1,545-34.1% | $1,160-12.2% | $4,740-78.5% |
| Participant deferral / active EE | $1,355 | $2,819-51.9% | $2,125-36.2% | $6,400-78.8% |
| Admin fee / account holder | $427 | $2,587-83.5% | $2,130-80.0% | $11,425-96.3% |