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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 | $16,142 | $108,912-85.2% | $100,383-83.9% | $145,959-88.9% |
| Participation rate | 88.2% | 83.0%+5.3pp | 81.5%+6.7pp | 80.3%+8.0pp |
| Annual return | 10.66% | 57.96%-47.3pp | 49.26%-38.6pp | 561.95%-551.3pp |
| Employer contribution / active EE | $2,208 | $4,423-50.1% | $3,944-44.0% | $4,661-52.6% |
| Participant deferral / active EE | $4,863 | $8,451-42.5% | $8,086-39.9% | $6,689-27.3% |
| Admin fee / account holder | $831 | $9,690-91.4% | $7,900-89.5% | $13,398-93.8% |