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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 | $26,440 | $183,592-85.6% | $155,574-83.0% | $145,877-81.9% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 43.03% | 61.37%-18.3pp | 64.87%-21.8pp | 551.28%-508.2pp |
| Employer contribution / active EE | $1,715 | $5,317-67.7% | $4,676-63.3% | $4,663-63.2% |
| Participant deferral / active EE | $8,905 | $6,466+37.7% | $5,629+58.2% | $6,691+33.1% |
| Admin fee / account holder | $344 | $19,316-98.2% | $15,914-97.8% | $13,402-97.4% |