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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 | $7,139 | $95,580-92.5% | $76,872-90.7% | $139,466-94.9% |
| Participation rate | 73.3% | 74.0%-0.6pp | 69.6%+3.7pp | 80.3%-7.0pp |
| Annual return | 25.88% | 55.00%-29.1pp | 37.90%-12.0pp | 373.66%-347.8pp |
| Employer contribution / active EE | $1,092 | $3,145-65.3% | $2,533-56.9% | $4,754-77.0% |
| Participant deferral / active EE | $4,351 | $4,623-5.9% | $3,832+13.5% | $6,712-35.2% |
| Admin fee / account holder | $676 | $8,302-91.9% | $5,476-87.6% | $11,409-94.1% |