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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 | $16,242 | $124,330-86.9% | $109,173-85.1% | $167,536-90.3% |
| Participation rate | 88.2% | 79.5%+8.8pp | 75.9%+12.4pp | 82.1%+6.1pp |
| Annual return | 17.10% | 26.04%-8.9pp | 25.75%-8.7pp | 478.82%-461.7pp |
| Employer contribution / active EE | $1,786 | $4,209-57.6% | $3,723-52.0% | $4,839-63.1% |
| Participant deferral / active EE | $3,361 | $5,256-36.1% | $4,654-27.8% | $6,342-47.0% |
| Admin fee / account holder | $510 | $7,974-93.6% | $6,755-92.5% | $12,315-95.9% |