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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 | $19,769 | $150,207-86.8% | $120,380-83.6% | $145,978-86.5% |
| Participation rate | 85.0% | 78.8%+6.2pp | 71.9%+13.1pp | 80.3%+4.7pp |
| Annual return | 14.76% | 154.28%-139.5pp | 107.28%-92.5pp | 550.52%-535.8pp |
| Employer contribution / active EE | $2,297 | $4,351-47.2% | $3,465-33.7% | $4,662-50.7% |
| Participant deferral / active EE | $1,704 | $6,175-72.4% | $4,992-65.9% | $6,690-74.5% |
| Admin fee / account holder | $1,675 | $12,203-86.3% | $9,421-82.2% | $13,400-87.5% |