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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 | $6,847 | $88,702-92.3% | $81,780-91.6% | $145,978-95.3% |
| Participation rate | 75.0% | 75.0%0pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 9.78% | 1029.12%-1019.3pp | 776.27%-766.5pp | 550.52%-540.7pp |
| Employer contribution / active EE | $995 | $3,084-67.7% | $2,914-65.9% | $4,662-78.7% |
| Participant deferral / active EE | $2,780 | $4,645-40.2% | $4,321-35.7% | $6,690-58.5% |
| Admin fee / account holder | $780 | $8,414-90.7% | $7,384-89.4% | $13,400-94.2% |