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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 | $8,193 | $72,071-88.6% | $68,368-88.0% | $137,256-94.0% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.0%+10.0pp |
| Annual return | 18.56% | 353.14%-334.6pp | 292.57%-274.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,634 | $2,788-41.4% | $2,649-38.3% | $4,156-60.7% |
| Participant deferral / active EE | $1,623 | $4,410-63.2% | $4,123-60.6% | $6,407-74.7% |
| Admin fee / account holder | $1,787 | $5,336-66.5% | $5,150-65.3% | $12,270-85.4% |