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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 | $6,694 | $63,703-89.5% | $93,063-92.8% | $82,448-91.9% |
| Participation rate | 84.6% | 63.8%+20.8pp | 72.1%+12.5pp | 68.1%+16.5pp |
| Annual return | 20.80% | -775.43%+796.2pp | 34.15%-13.4pp | 41.64%-20.8pp |
| Employer contribution / active EE | $958 | $1,729-44.6% | $2,476-61.3% | $2,551-62.5% |
| Participant deferral / active EE | $1,653 | $2,919-43.4% | $3,958-58.2% | $4,139-60.1% |
| Admin fee / account holder | $628 | $5,982-89.5% | $6,033-89.6% | $7,234-91.3% |