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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 | $10,004 | $81,749-87.8% | $58,544-82.9% | $139,456-92.8% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 15.01% | 7425.45%-7410.4pp | 4249.56%-4234.6pp | 373.45%-358.4pp |
| Employer contribution / active EE | $1,439 | $1,398+3.0% | $1,053+36.7% | $4,753-69.7% |
| Participant deferral / active EE | $2,402 | $2,555-6.0% | $1,923+24.9% | $6,711-64.2% |
| Admin fee / account holder | $968 | $3,272-70.4% | $2,520-61.6% | $11,407-91.5% |