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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 | $16,040 | $88,702-81.9% | $81,780-80.4% | $145,978-89.0% |
| Participation rate | 88.9% | 75.0%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 10.39% | 1029.12%-1018.7pp | 776.27%-765.9pp | 550.52%-540.1pp |
| Employer contribution / active EE | $912 | $3,084-70.4% | $2,914-68.7% | $4,662-80.4% |
| Participant deferral / active EE | $5,051 | $4,645+8.7% | $4,321+16.9% | $6,690-24.5% |
| Admin fee / account holder | $337 | $8,414-96.0% | $7,384-95.4% | $13,400-97.5% |