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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 | $12,524 | $81,668-84.7% | $58,507-78.6% | $139,487-91.0% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 23.90% | 7430.07%-7406.2pp | 4252.32%-4228.4pp | 373.84%-349.9pp |
| Employer contribution / active EE | $880 | $1,398-37.1% | $1,053-16.5% | $4,755-81.5% |
| Participant deferral / active EE | $2,966 | $2,554+16.1% | $1,922+54.3% | $6,713-55.8% |
| Admin fee / account holder | $1,245 | $3,212-61.3% | $2,486-49.9% | $11,407-89.1% |