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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 | $18,989 | $158,852-88.0% | $121,220-84.3% | $135,379-86.0% |
| Participation rate | 81.8% | 79.3%+2.5pp | 71.8%+10.1pp | 82.6%-0.8pp |
| Annual return | 17.46% | -0.64%+18.1pp | 16.94%+0.5pp | 519.79%-502.3pp |
| Employer contribution / active EE | $821 | $5,666-85.5% | $4,023-79.6% | $4,779-82.8% |
| Participant deferral / active EE | $4,919 | $4,006+22.8% | $3,345+47.0% | $5,609-12.3% |
| Admin fee / account holder | $448 | $6,515-93.1% | $5,021-91.1% | $10,828-95.9% |