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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 | $8,358 | $116,360-92.8% | $65,566-87.3% | $139,466-94.0% |
| Participation rate | 80.0% | 67.8%+12.2pp | 64.9%+15.1pp | 80.3%-0.3pp |
| Annual return | 19.93% | 31.23%-11.3pp | 47.40%-27.5pp | 373.66%-353.7pp |
| Employer contribution / active EE | $1,385 | $2,600-46.7% | $1,692-18.1% | $4,754-70.9% |
| Participant deferral / active EE | $1,754 | $4,242-58.6% | $2,832-38.0% | $6,712-73.9% |
| Admin fee / account holder | $1,400 | $6,701-79.1% | $4,114-66.0% | $11,409-87.7% |