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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 | $19,626 | $29,319-33.1% | $52,425-62.6% | $82,448-76.2% |
| Participation rate | 96.4% | 46.9%+49.6pp | 55.6%+40.8pp | 68.1%+28.4pp |
| Annual return | 40.68% | 535.20%-494.5pp | 302.12%-261.4pp | 41.64%-1.0pp |
| Employer contribution / active EE | $469 | $586-20.0% | $914-48.7% | $2,551-81.6% |
| Participant deferral / active EE | $2,111 | $1,171+80.2% | $1,790+17.9% | $4,139-49.0% |
| Admin fee / account holder | $449 | $1,962-77.1% | $2,495-82.0% | $7,234-93.8% |