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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 | $16,453 | $162,529-89.9% | $130,788-87.4% | $154,746-89.4% |
| Participation rate | 94.7% | 75.9%+18.9pp | 70.1%+24.6pp | 80.7%+14.0pp |
| Annual return | 21.35% | 510.48%-489.1pp | 386.44%-365.1pp | 172.34%-151.0pp |
| Employer contribution / active EE | $2,584 | $4,447-41.9% | $3,558-27.4% | $4,379-41.0% |
| Participant deferral / active EE | $2,726 | $4,808-43.3% | $4,137-34.1% | $6,730-59.5% |
| Admin fee / account holder | $1,121 | $7,669-85.4% | $6,673-83.2% | $14,365-92.2% |