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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 | $16,448 | $108,882-84.9% | $96,754-83.0% | $154,746-89.4% |
| Participation rate | 92.9% | 75.1%+17.8pp | 70.3%+22.6pp | 80.7%+12.2pp |
| Annual return | 22.18% | 98.39%-76.2pp | 82.04%-59.9pp | 172.34%-150.2pp |
| Employer contribution / active EE | $3,316 | $3,018+9.9% | $2,679+23.8% | $4,379-24.3% |
| Participant deferral / active EE | $6,607 | $5,323+24.1% | $4,758+38.9% | $6,730-1.8% |
| Admin fee / account holder | $572 | $10,200-94.4% | $8,905-93.6% | $14,365-96.0% |