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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 | $6,061 | $85,060-92.9% | $70,565-91.4% | $139,487-95.7% |
| Participation rate | 84.6% | 73.9%+10.7pp | 68.4%+16.3pp | 80.3%+4.3pp |
| Annual return | 26.67% | 30.39%-3.7pp | 32.79%-6.1pp | 373.84%-347.2pp |
| Employer contribution / active EE | $1,388 | $3,912-64.5% | $2,976-53.4% | $4,755-70.8% |
| Participant deferral / active EE | $2,193 | $5,891-62.8% | $4,568-52.0% | $6,713-67.3% |
| Admin fee / account holder | $315 | $8,932-96.5% | $6,430-95.1% | $11,407-97.2% |