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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 | $12,085 | $95,601-87.4% | $77,183-84.3% | $139,456-91.3% |
| Participation rate | 90.9% | 74.0%+16.9pp | 69.6%+21.3pp | 80.3%+10.6pp |
| Annual return | 22.28% | 54.96%-32.7pp | 37.89%-15.6pp | 373.45%-351.2pp |
| Employer contribution / active EE | $1,614 | $3,145-48.7% | $2,534-36.3% | $4,753-66.0% |
| Participant deferral / active EE | $2,510 | $4,623-45.7% | $3,833-34.5% | $6,711-62.6% |
| Admin fee / account holder | $506 | $8,302-93.9% | $5,475-90.8% | $11,407-95.6% |