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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 | $19,622 | $125,190-84.3% | $105,624-81.4% | $145,897-86.6% |
| Participation rate | 70.8% | 77.6%-6.8pp | 75.3%-4.4pp | 80.3%-9.5pp |
| Annual return | 15.29% | 225.22%-209.9pp | 116.20%-100.9pp | 552.29%-537.0pp |
| Employer contribution / active EE | $1,261 | $3,720-66.1% | $3,168-60.2% | $4,663-72.9% |
| Participant deferral / active EE | $3,453 | $5,716-39.6% | $5,013-31.1% | $6,689-48.4% |
| Admin fee / account holder | $695 | $17,138-95.9% | $10,961-93.7% | $13,390-94.8% |