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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 | $12,926 | $100,004-87.1% | $81,438-84.1% | $145,959-91.1% |
| Participation rate | 91.7% | 74.2%+17.5pp | 69.5%+22.2pp | 80.3%+11.4pp |
| Annual return | 12.12% | 34.34%-22.2pp | 24.74%-12.6pp | 561.95%-549.8pp |
| Employer contribution / active EE | $1,985 | $2,970-33.2% | $2,460-19.3% | $4,661-57.4% |
| Participant deferral / active EE | $2,148 | $4,603-53.3% | $3,883-44.7% | $6,689-67.9% |
| Admin fee / account holder | $1,700 | $8,202-79.3% | $5,764-70.5% | $13,398-87.3% |