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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 | $22,120 | $105,856-79.1% | $90,161-75.5% | $147,586-85.0% |
| Participation rate | 95.2% | 79.7%+15.5pp | 76.9%+18.4pp | 82.8%+12.4pp |
| Annual return | 21.18% | 37.63%-16.4pp | 34.89%-13.7pp | 578.59%-557.4pp |
| Employer contribution / active EE | $1,986 | $4,126-51.9% | $3,318-40.1% | $4,876-59.3% |
| Participant deferral / active EE | $2,859 | $5,733-50.1% | $5,287-45.9% | $5,439-47.4% |
| Admin fee / account holder | $777 | $8,046-90.3% | $5,943-86.9% | $10,886-92.9% |