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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 | $20,417 | $100,073-79.6% | $85,126-76.0% | $145,877-86.0% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 10.51% | 84.11%-73.6pp | 66.63%-56.1pp | 551.28%-540.8pp |
| Employer contribution / active EE | $542 | $3,236-83.3% | $2,731-80.2% | $4,663-88.4% |
| Participant deferral / active EE | $1,234 | $5,294-76.7% | $4,523-72.7% | $6,691-81.6% |
| Admin fee / account holder | $712 | $7,261-90.2% | $6,160-88.4% | $13,402-94.7% |