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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 | $100,262-87.1% | $81,370-84.1% | $145,897-91.1% |
| Participation rate | 91.7% | 74.3%+17.4pp | 69.5%+22.1pp | 80.3%+11.4pp |
| Annual return | 12.12% | 34.52%-22.4pp | 24.85%-12.7pp | 552.29%-540.2pp |
| Employer contribution / active EE | $1,985 | $2,979-33.4% | $2,464-19.5% | $4,663-57.4% |
| Participant deferral / active EE | $2,148 | $4,612-53.4% | $3,885-44.7% | $6,689-67.9% |
| Admin fee / account holder | $1,700 | $8,163-79.2% | $5,749-70.4% | $13,390-87.3% |