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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 | $17,628 | $72,071-75.5% | $68,368-74.2% | $137,256-87.2% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 21.86% | 353.14%-331.3pp | 292.57%-270.7pp | 220.34%-198.5pp |
| Employer contribution / active EE | $1,839 | $2,788-34.0% | $2,649-30.6% | $4,156-55.8% |
| Participant deferral / active EE | $2,517 | $4,410-42.9% | $4,123-38.9% | $6,407-60.7% |
| Admin fee / account holder | $813 | $5,336-84.8% | $5,150-84.2% | $12,270-93.4% |