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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 | $8,972 | $111,535-92.0% | $105,223-91.5% | $137,256-93.5% |
| Participation rate | 92.9% | 78.1%+14.8pp | 75.0%+17.8pp | 80.0%+12.9pp |
| Annual return | 18.35% | 237.85%-219.5pp | 180.65%-162.3pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,402 | $3,939-64.4% | $3,689-62.0% | $4,156-66.3% |
| Participant deferral / active EE | $1,734 | $5,500-68.5% | $5,072-65.8% | $6,407-72.9% |
| Admin fee / account holder | $449 | $9,721-95.4% | $8,859-94.9% | $12,270-96.3% |