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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 | $39,223 | $68,097-42.4% | $62,929-37.7% | $137,256-71.4% |
| Participation rate | 90.9% | 77.4%+13.5pp | 73.1%+17.8pp | 80.0%+10.9pp |
| Annual return | 18.53% | 1859.11%-1840.6pp | 1063.93%-1045.4pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,020 | $2,811-63.7% | $2,505-59.3% | $4,156-75.5% |
| Participant deferral / active EE | $4,629 | $4,553+1.7% | $3,888+19.0% | $6,407-27.8% |
| Admin fee / account holder | $599 | $6,521-90.8% | $5,065-88.2% | $12,270-95.1% |