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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 | $7,729 | $85,024-90.9% | $70,544-89.0% | $139,466-94.5% |
| Participation rate | 70.0% | 73.9%-3.9pp | 68.4%+1.6pp | 80.3%-10.3pp |
| Annual return | 21.34% | 30.39%-9.0pp | 32.79%-11.4pp | 373.66%-352.3pp |
| Employer contribution / active EE | $1,580 | $3,912-59.6% | $2,976-46.9% | $4,754-66.8% |
| Participant deferral / active EE | $2,141 | $5,891-63.7% | $4,568-53.1% | $6,712-68.1% |
| Admin fee / account holder | $684 | $8,928-92.3% | $6,427-89.4% | $11,409-94.0% |