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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 | $21,987 | $88,754-75.2% | $81,820-73.1% | $145,877-84.9% |
| Participation rate | 71.4% | 75.1%-3.6pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 14.26% | 1031.77%-1017.5pp | 777.93%-763.7pp | 551.28%-537.0pp |
| Employer contribution / active EE | $1,853 | $3,085-39.9% | $2,915-36.4% | $4,663-60.3% |
| Participant deferral / active EE | $5,747 | $4,648+23.7% | $4,323+33.0% | $6,691-14.1% |
| Admin fee / account holder | $1,570 | $8,424-81.4% | $7,391-78.8% | $13,402-88.3% |