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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 | $6,894 | $101,618-93.2% | $93,063-92.6% | $137,256-95.0% |
| Participation rate | 83.3% | 74.9%+8.4pp | 72.1%+11.2pp | 80.0%+3.4pp |
| Annual return | 17.66% | 223.95%-206.3pp | 34.15%-16.5pp | 220.34%-202.7pp |
| Employer contribution / active EE | $678 | $2,707-74.9% | $2,476-72.6% | $4,156-83.7% |
| Participant deferral / active EE | $744 | $4,279-82.6% | $3,958-81.2% | $6,407-88.4% |
| Admin fee / account holder | $373 | $6,198-94.0% | $6,033-93.8% | $12,270-97.0% |