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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 | $2,976 | $76,519-96.1% | $56,025-94.7% | $145,897-98.0% |
| Participation rate | 91.7% | 63.2%+28.4pp | 52.5%+39.2pp | 80.3%+11.4pp |
| Annual return | 9.41% | 3017.03%-3007.6pp | 1712.69%-1703.3pp | 552.29%-542.9pp |
| Employer contribution / active EE | $398 | $1,383-71.2% | $1,042-61.8% | $4,663-91.5% |
| Participant deferral / active EE | $1,546 | $2,624-41.1% | $1,955-20.9% | $6,689-76.9% |
| Admin fee / account holder | $2,830 | $3,331-15.0% | $2,8280% | $13,390-78.9% |