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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 | $30,089 | $91,537-67.1% | $130,045-76.9% | $75,173-60.0% |
| Participation rate | 96.9% | 71.5%+25.4pp | 78.5%+18.4pp | 67.2%+29.7pp |
| Annual return | 15.34% | -631.55%+646.9pp | -137.30%+152.6pp | 160.72%-145.4pp |
| Employer contribution / active EE | $4,322 | $2,845+51.9% | $4,3210% | $2,671+61.8% |
| Participant deferral / active EE | $3,410 | $4,343-21.5% | $5,820-41.4% | $4,126-17.4% |
| Admin fee / account holder | $520 | $6,780-92.3% | $10,600-95.1% | $5,651-90.8% |