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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 | $13,805 | $99,995-86.2% | $85,063-83.8% | $145,978-90.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.09% | 83.99%-67.9pp | 66.54%-50.4pp | 550.52%-534.4pp |
| Employer contribution / active EE | $1,641 | $3,231-49.2% | $2,727-39.8% | $4,662-64.8% |
| Participant deferral / active EE | $1,301 | $5,295-75.4% | $4,523-71.2% | $6,690-80.6% |
| Admin fee / account holder | $830 | $7,255-88.6% | $6,155-86.5% | $13,400-93.8% |