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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 | $76,785-96.1% | $56,441-94.7% | $145,959-97.9% |
| Participation rate | 87.5% | 63.2%+24.3pp | 52.5%+35.0pp | 80.3%+7.2pp |
| Annual return | 13.06% | 3000.51%-2987.4pp | 1704.21%-1691.2pp | 561.95%-548.9pp |
| Employer contribution / active EE | $905 | $1,381-34.5% | $1,039-12.9% | $4,661-80.6% |
| Participant deferral / active EE | $1,553 | $2,624-40.8% | $1,953-20.5% | $6,689-76.8% |
| Admin fee / account holder | $555 | $3,334-83.4% | $2,829-80.4% | $13,398-95.9% |