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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 | $18,722 | $110,337-83.0% | $102,383-81.7% | $145,877-87.2% |
| Participation rate | 84.6% | 77.9%+6.7pp | 74.5%+10.1pp | 80.3%+4.3pp |
| Annual return | 488.18% | 24.83%+463.3pp | 24.94%+463.2pp | 551.28%-63.1pp |
| Employer contribution / active EE | $3,360 | $4,216-20.3% | $3,870-13.2% | $4,663-28.0% |
| Participant deferral / active EE | $6,714 | $5,621+19.5% | $5,060+32.7% | $6,691+0.4% |
| Admin fee / account holder | $2,663 | $9,750-72.7% | $8,391-68.3% | $13,402-80.1% |