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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 | $4,847 | $70,366-93.1% | $66,674-92.7% | $138,895-96.5% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.7%+15.2pp | 79.9%+9.0pp |
| Annual return | 20.95% | 386.41%-365.5pp | 321.24%-300.3pp | 145.39%-124.4pp |
| Employer contribution / active EE | $586 | $2,765-78.8% | $2,620-77.6% | $4,194-86.0% |
| Participant deferral / active EE | $987 | $4,374-77.4% | $4,084-75.8% | $6,396-84.6% |
| Admin fee / account holder | $319 | $5,262-93.9% | $5,098-93.7% | $12,562-97.5% |