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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 | $24,003 | $175,212-86.3% | $149,682-84.0% | $139,427-82.8% |
| Participation rate | 95.7% | 83.4%+12.3pp | 78.8%+16.9pp | 80.3%+15.3pp |
| Annual return | 68.19% | 166.63%-98.4pp | 134.35%-66.2pp | 373.27%-305.1pp |
| Employer contribution / active EE | $1,340 | $5,475-75.5% | $4,818-72.2% | $4,752-71.8% |
| Participant deferral / active EE | $9,938 | $6,520+52.4% | $5,681+75.0% | $6,711+48.1% |
| Admin fee / account holder | $464 | $16,150-97.1% | $13,210-96.5% | $11,404-95.9% |