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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 | $12,761 | $172,111-92.6% | $150,298-91.5% | $137,256-90.7% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 21.75% | 69.37%-47.6pp | 62.79%-41.0pp | 220.34%-198.6pp |
| Employer contribution / active EE | $2,071 | $4,636-55.3% | $4,154-50.1% | $4,156-50.2% |
| Participant deferral / active EE | $3,489 | $6,166-43.4% | $5,453-36.0% | $6,407-45.5% |
| Admin fee / account holder | $645 | $16,471-96.1% | $14,116-95.4% | $12,270-94.7% |