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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 | $12,265 | $72,071-83.0% | $68,368-82.1% | $137,256-91.1% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.0%-10.0pp |
| Annual return | 22.60% | 353.14%-330.5pp | 292.57%-270.0pp | 220.34%-197.7pp |
| Employer contribution / active EE | $1,010 | $2,788-63.8% | $2,649-61.9% | $4,156-75.7% |
| Participant deferral / active EE | $1,086 | $4,410-75.4% | $4,123-73.7% | $6,407-83.1% |
| Admin fee / account holder | $619 | $5,336-88.4% | $5,150-88.0% | $12,270-95.0% |