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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 | $4,672 | $76,608-93.9% | $56,077-91.7% | $145,877-96.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 14.56% | 3009.59%-2995.0pp | 1709.28%-1694.7pp | 551.28%-536.7pp |
| Employer contribution / active EE | $631 | $1,382-54.3% | $1,040-39.3% | $4,663-86.5% |
| Participant deferral / active EE | $794 | $2,624-69.7% | $1,954-59.4% | $6,691-88.1% |
| Admin fee / account holder | $1,108 | $3,325-66.7% | $2,825-60.8% | $13,402-91.7% |