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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 | $12,965 | $167,030-92.2% | $135,768-90.5% | $155,188-91.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 20.29% | 678.39%-658.1pp | 526.10%-505.8pp | 148.84%-128.5pp |
| Employer contribution / active EE | $1,662 | $4,132-59.8% | $3,394-51.0% | $4,248-60.9% |
| Participant deferral / active EE | $2,427 | $4,528-46.4% | $3,977-39.0% | $6,531-62.8% |
| Admin fee / account holder | $657 | $8,172-92.0% | $7,048-90.7% | $14,480-95.5% |