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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 | $8,315 | $162,529-94.9% | $130,788-93.6% | $154,746-94.6% |
| Participation rate | 75.0% | 75.9%-0.9pp | 70.1%+4.9pp | 80.7%-5.7pp |
| Annual return | 18.99% | 510.48%-491.5pp | 386.44%-367.4pp | 172.34%-153.3pp |
| Employer contribution / active EE | $167 | $4,447-96.3% | $3,558-95.3% | $4,379-96.2% |
| Participant deferral / active EE | $953 | $4,808-80.2% | $4,137-77.0% | $6,730-85.8% |
| Admin fee / account holder | $395 | $7,669-94.9% | $6,673-94.1% | $14,365-97.3% |