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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 | $16,905 | $106,280-84.1% | $96,538-82.5% | $139,487-87.9% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 21.16% | 38.48%-17.3pp | 35.74%-14.6pp | 373.84%-352.7pp |
| Employer contribution / active EE | $1,468 | $4,107-64.2% | $3,740-60.7% | $4,755-69.1% |
| Participant deferral / active EE | $5,438 | $5,457-0.3% | $4,880+11.4% | $6,713-19.0% |
| Admin fee / account holder | $812 | $7,888-89.7% | $6,737-87.9% | $11,407-92.9% |