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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 | $6,657 | $154,754-95.7% | $124,206-94.6% | $138,895-95.2% |
| Participation rate | 91.7% | 75.5%+16.2pp | 69.6%+22.1pp | 79.9%+11.7pp |
| Annual return | 13.38% | 709.28%-695.9pp | 515.27%-501.9pp | 145.39%-132.0pp |
| Employer contribution / active EE | $645 | $4,446-85.5% | $3,540-81.8% | $4,194-84.6% |
| Participant deferral / active EE | $992 | $4,621-78.5% | $3,968-75.0% | $6,396-84.5% |
| Admin fee / account holder | $1,656 | $6,690-75.2% | $5,929-72.1% | $12,562-86.8% |