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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 | $11,879 | $70,366-83.1% | $66,674-82.2% | $138,895-91.4% |
| Participation rate | 83.3% | 76.2%+7.2pp | 73.7%+9.7pp | 79.9%+3.4pp |
| Annual return | 21.37% | 386.41%-365.0pp | 321.24%-299.9pp | 145.39%-124.0pp |
| Employer contribution / active EE | $1,047 | $2,765-62.1% | $2,620-60.0% | $4,194-75.0% |
| Participant deferral / active EE | $2,481 | $4,374-43.3% | $4,084-39.2% | $6,396-61.2% |
| Admin fee / account holder | $318 | $5,262-94.0% | $5,098-93.8% | $12,562-97.5% |