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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 | $19,285 | $183,592-89.5% | $155,574-87.6% | $145,877-86.8% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 23.17% | 61.37%-38.2pp | 64.87%-41.7pp | 551.28%-528.1pp |
| Employer contribution / active EE | $1,375 | $5,317-74.1% | $4,676-70.6% | $4,663-70.5% |
| Participant deferral / active EE | $4,885 | $6,466-24.4% | $5,629-13.2% | $6,691-27.0% |
| Admin fee / account holder | $490 | $19,316-97.5% | $15,914-96.9% | $13,402-96.3% |