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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 | $7,083 | $96,419-92.7% | $80,648-91.2% | $139,487-94.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 20.31% | 1352.86%-1332.5pp | 937.21%-916.9pp | 373.84%-353.5pp |
| Employer contribution / active EE | $1,480 | $3,261-54.6% | $2,724-45.7% | $4,755-68.9% |
| Participant deferral / active EE | $8,775 | $5,225+67.9% | $4,443+97.5% | $6,713+30.7% |
| Admin fee / account holder | $1,052 | $6,605-84.1% | $5,382-80.4% | $11,407-90.8% |