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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 | $4,091 | $69,118-94.1% | $53,647-92.4% | $138,895-97.1% |
| Participation rate | 80.0% | 64.0%+16.0pp | 56.3%+23.7pp | 79.9%+0.1pp |
| Annual return | 18.95% | 248.26%-229.3pp | 358.33%-339.4pp | 145.39%-126.4pp |
| Employer contribution / active EE | $1,289 | $1,189+8.4% | $962+34.0% | $4,194-69.3% |
| Participant deferral / active EE | $1,417 | $2,274-37.7% | $1,813-21.9% | $6,396-77.9% |
| Admin fee / account holder | $2,340 | $2,724-14.1% | $2,460-4.9% | $12,562-81.4% |