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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 | $33,432 | $150,447-77.8% | $136,298-75.5% | $147,586-77.3% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 11.22% | 1049.15%-1037.9pp | 5156.27%-5145.1pp | 578.59%-567.4pp |
| Employer contribution / active EE | $940 | $5,256-82.1% | $4,696-80.0% | $4,876-80.7% |
| Participant deferral / active EE | $4,539 | $6,631-31.5% | $6,247-27.3% | $5,439-16.5% |
| Admin fee / account holder | $2,860 | $10,906-73.8% | $9,244-69.1% | $10,886-73.7% |