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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 | $22,805 | $183,592-87.6% | $155,574-85.3% | $145,877-84.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 18.06% | 61.37%-43.3pp | 64.87%-46.8pp | 551.28%-533.2pp |
| Employer contribution / active EE | $1,683 | $5,317-68.3% | $4,676-64.0% | $4,663-63.9% |
| Participant deferral / active EE | $4,159 | $6,466-35.7% | $5,629-26.1% | $6,691-37.8% |
| Admin fee / account holder | $546 | $19,316-97.2% | $15,914-96.6% | $13,402-95.9% |