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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 | $4,538 | $68,097-93.3% | $62,929-92.8% | $137,256-96.7% |
| Participation rate | 92.3% | 77.4%+14.9pp | 73.1%+19.2pp | 80.0%+12.3pp |
| Annual return | 23.40% | 1859.11%-1835.7pp | 1063.93%-1040.5pp | 220.34%-196.9pp |
| Employer contribution / active EE | $914 | $2,811-67.5% | $2,505-63.5% | $4,156-78.0% |
| Participant deferral / active EE | $2,098 | $4,553-53.9% | $3,888-46.0% | $6,407-67.2% |
| Admin fee / account holder | $947 | $6,521-85.5% | $5,065-81.3% | $12,270-92.3% |