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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 | $14,135 | $124,980-88.7% | $108,359-87.0% | $154,746-90.9% |
| Participation rate | 88.9% | 75.2%+13.7pp | 70.1%+18.8pp | 80.7%+8.2pp |
| Annual return | 104.39% | 45.00%+59.4pp | 36.89%+67.5pp | 172.34%-67.9pp |
| Employer contribution / active EE | $2,726 | $2,851-4.4% | $2,399+13.6% | $4,379-37.8% |
| Participant deferral / active EE | $4,274 | $4,743-9.9% | $4,137+3.3% | $6,730-36.5% |
| Admin fee / account holder | $1,678 | $11,502-85.4% | $9,741-82.8% | $14,365-88.3% |