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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 | $111,814-83.3% | $103,378-81.9% | $145,978-87.2% |
| Participation rate | 84.6% | 77.9%+6.7pp | 74.5%+10.1pp | 80.3%+4.3pp |
| Annual return | 488.18% | 24.80%+463.4pp | 24.91%+463.3pp | 550.52%-62.3pp |
| Employer contribution / active EE | $3,360 | $4,215-20.3% | $3,870-13.2% | $4,662-27.9% |
| Participant deferral / active EE | $6,714 | $5,618+19.5% | $5,058+32.8% | $6,690+0.4% |
| Admin fee / account holder | $2,663 | $9,764-72.7% | $8,401-68.3% | $13,400-80.1% |