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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 | $17,837 | $104,953-83.0% | $84,637-78.9% | $152,909-88.3% |
| Participation rate | 77.8% | 74.8%+2.9pp | 68.2%+9.5pp | 82.5%-4.7pp |
| Annual return | 30.55% | 373.94%-343.4pp | 258.82%-228.3pp | 345.46%-314.9pp |
| Employer contribution / active EE | $1,205 | $3,304-63.5% | $2,653-54.6% | $4,764-74.7% |
| Participant deferral / active EE | $4,643 | $4,691-1.0% | $3,900+19.0% | $5,851-20.7% |
| Admin fee / account holder | $361 | $6,244-94.2% | $4,914-92.6% | $11,601-96.9% |