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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 | $3,019 | $76,519-96.1% | $56,025-94.6% | $145,897-97.9% |
| Participation rate | 87.5% | 63.2%+24.3pp | 52.5%+35.0pp | 80.3%+7.2pp |
| Annual return | 13.06% | 3017.03%-3004.0pp | 1712.69%-1699.6pp | 552.29%-539.2pp |
| Employer contribution / active EE | $905 | $1,383-34.6% | $1,042-13.1% | $4,663-80.6% |
| Participant deferral / active EE | $1,553 | $2,624-40.8% | $1,955-20.6% | $6,689-76.8% |
| Admin fee / account holder | $555 | $3,331-83.3% | $2,828-80.4% | $13,390-95.9% |