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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 | $1,210 | $76,785-98.4% | $56,441-97.9% | $145,959-99.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 16.50% | 3000.51%-2984.0pp | 1704.21%-1687.7pp | 561.95%-545.4pp |
| Employer contribution / active EE | $572 | $1,381-58.5% | $1,039-44.9% | $4,661-87.7% |
| Participant deferral / active EE | $765 | $2,624-70.8% | $1,953-60.8% | $6,689-88.6% |
| Admin fee / account holder | $585 | $3,334-82.4% | $2,829-79.3% | $13,398-95.6% |