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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 | $8,881 | $111,535-92.0% | $105,223-91.6% | $137,256-93.5% |
| Participation rate | 92.9% | 78.1%+14.8pp | 75.0%+17.8pp | 80.0%+12.9pp |
| Annual return | 21.20% | 237.85%-216.7pp | 180.65%-159.5pp | 220.34%-199.1pp |
| Employer contribution / active EE | $1,562 | $3,939-60.4% | $3,689-57.7% | $4,156-62.4% |
| Participant deferral / active EE | $3,904 | $5,500-29.0% | $5,072-23.0% | $6,407-39.1% |
| Admin fee / account holder | $742 | $9,721-92.4% | $8,859-91.6% | $12,270-94.0% |