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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 | $16,525 | $183,516-91.0% | $155,534-89.4% | $145,884-88.7% |
| Participation rate | 90.5% | 82.7%+7.8pp | 78.2%+12.3pp | 80.3%+10.2pp |
| Annual return | 16.36% | 61.43%-45.1pp | 64.92%-48.6pp | 551.85%-535.5pp |
| Employer contribution / active EE | $1,814 | $5,315-65.9% | $4,675-61.2% | $4,662-61.1% |
| Participant deferral / active EE | $4,620 | $6,467-28.6% | $5,630-17.9% | $6,690-30.9% |
| Admin fee / account holder | $1,285 | $19,293-93.3% | $15,900-91.9% | $13,392-90.4% |