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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 | $23,225 | $183,592-87.3% | $155,574-85.1% | $145,877-84.1% |
| Participation rate | 94.4% | 82.7%+11.7pp | 78.2%+16.2pp | 80.3%+14.1pp |
| Annual return | 21.22% | 61.37%-40.2pp | 64.87%-43.7pp | 551.28%-530.1pp |
| Employer contribution / active EE | $1,713 | $5,317-67.8% | $4,676-63.4% | $4,663-63.3% |
| Participant deferral / active EE | $2,194 | $6,466-66.1% | $5,629-61.0% | $6,691-67.2% |
| Admin fee / account holder | $587 | $19,316-97.0% | $15,914-96.3% | $13,402-95.6% |