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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 | $11,858 | $97,125-87.8% | $86,233-86.2% | $137,256-91.4% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.0%+6.0pp | 80.0%-5.0pp |
| Annual return | 16.36% | 74.19%-57.8pp | 61.39%-45.0pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,100 | $2,841-61.3% | $2,504-56.1% | $4,156-73.5% |
| Participant deferral / active EE | $1,586 | $5,180-69.4% | $4,559-65.2% | $6,407-75.3% |
| Admin fee / account holder | $1,007 | $9,725-89.6% | $8,342-87.9% | $12,270-91.8% |