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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 | $21,952 | $183,592-88.0% | $155,574-85.9% | $145,877-85.0% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 11.07% | 61.37%-50.3pp | 64.87%-53.8pp | 551.28%-540.2pp |
| Employer contribution / active EE | $1,915 | $5,317-64.0% | $4,676-59.0% | $4,663-58.9% |
| Participant deferral / active EE | $3,939 | $6,466-39.1% | $5,629-30.0% | $6,691-41.1% |
| Admin fee / account holder | $4,181 | $19,316-78.4% | $15,914-73.7% | $13,402-68.8% |