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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 | $17,913 | $202,440-91.2% | $169,390-89.4% | $139,466-87.2% |
| Participation rate | 72.7% | 81.1%-8.4pp | 77.2%-4.4pp | 80.3%-7.6pp |
| Annual return | 57.00% | 532.36%-475.4pp | 406.07%-349.1pp | 373.66%-316.7pp |
| Employer contribution / active EE | $2,389 | $4,693-49.1% | $4,013-40.5% | $4,754-49.7% |
| Participant deferral / active EE | $4,878 | $6,940-29.7% | $6,222-21.6% | $6,712-27.3% |
| Admin fee / account holder | $774 | $10,722-92.8% | $9,015-91.4% | $11,409-93.2% |