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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 | $21,051 | $61,125-65.6% | $94,057-77.6% | $87,485-75.9% |
| Participation rate | 96.8% | 64.1%+32.7pp | 73.3%+23.4pp | 68.9%+27.8pp |
| Annual return | 20.53% | 35.20%-14.7pp | 480.62%-460.1pp | 26.06%-5.5pp |
| Employer contribution / active EE | $878 | $2,136-58.9% | $2,933-70.1% | $2,596-66.2% |
| Participant deferral / active EE | $3,057 | $3,260-6.2% | $4,709-35.1% | $4,274-28.5% |
| Admin fee / account holder | $336 | $5,629-94.0% | $7,244-95.4% | $7,775-95.7% |