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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 | $13,063 | $108,882-88.0% | $96,754-86.5% | $154,746-91.6% |
| Participation rate | 71.4% | 75.1%-3.7pp | 70.3%+1.2pp | 80.7%-9.3pp |
| Annual return | 19.16% | 98.39%-79.2pp | 82.04%-62.9pp | 172.34%-153.2pp |
| Employer contribution / active EE | $615 | $3,018-79.6% | $2,679-77.0% | $4,379-86.0% |
| Participant deferral / active EE | $2,032 | $5,323-61.8% | $4,758-57.3% | $6,730-69.8% |
| Admin fee / account holder | $832 | $10,200-91.8% | $8,905-90.7% | $14,365-94.2% |