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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 | $2,737 | $29,319-90.7% | $52,425-94.8% | $82,448-96.7% |
| Participation rate | 85.3% | 46.9%+38.4pp | 55.6%+29.7pp | 68.1%+17.2pp |
| Annual return | 42.06% | 535.20%-493.1pp | 302.12%-260.1pp | 41.64%+0.4pp |
| Employer contribution / active EE | $1,004 | $586+71.1% | $914+9.8% | $2,551-60.7% |
| Participant deferral / active EE | $1,031 | $1,171-12.0% | $1,790-42.4% | $4,139-75.1% |
| Admin fee / account holder | $324 | $1,962-83.5% | $2,495-87.0% | $7,234-95.5% |