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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 | $39,421 | $88,778-55.6% | $81,844-51.8% | $145,884-73.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.52% | 1033.03%-1022.5pp | 778.87%-768.3pp | 551.85%-541.3pp |
| Employer contribution / active EE | $1,591 | $3,087-48.5% | $2,916-45.5% | $4,662-65.9% |
| Participant deferral / active EE | $5,752 | $4,648+23.7% | $4,323+33.0% | $6,690-14.0% |
| Admin fee / account holder | $660 | $8,430-92.2% | $7,355-91.0% | $13,392-95.1% |