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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 | $25,203 | $115,810-78.2% | $101,271-75.1% | $158,966-84.1% |
| Participation rate | 91.7% | 79.4%+12.3pp | 75.8%+15.9pp | 82.0%+9.7pp |
| Annual return | 16.14% | 56.15%-40.0pp | 46.48%-30.3pp | 302.95%-286.8pp |
| Employer contribution / active EE | $870 | $4,175-79.2% | $3,660-76.2% | $4,762-81.7% |
| Participant deferral / active EE | $3,246 | $4,958-34.5% | $4,371-25.7% | $5,983-45.7% |
| Admin fee / account holder | $725 | $7,248-90.0% | $5,948-87.8% | $11,250-93.6% |