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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 | $76,368-48.6% | $67,681-42.0% | $154,746-74.7% |
| Participation rate | 90.9% | 79.0%+12.0pp | 73.7%+17.2pp | 80.7%+10.2pp |
| Annual return | 18.53% | 1066.77%-1048.2pp | 590.58%-572.1pp | 172.34%-153.8pp |
| Employer contribution / active EE | $1,020 | $3,151-67.6% | $2,678-61.9% | $4,379-76.7% |
| Participant deferral / active EE | $4,629 | $4,824-4.0% | $3,976+16.4% | $6,730-31.2% |
| Admin fee / account holder | $599 | $8,559-93.0% | $6,100-90.2% | $14,365-95.8% |