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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 | $19,355 | $160,028-87.9% | $147,080-86.8% | $145,884-86.7% |
| Participation rate | 70.8% | 84.0%-13.2pp | 82.2%-11.3pp | 80.3%-9.5pp |
| Annual return | 24.12% | 98.60%-74.5pp | 420.17%-396.0pp | 551.85%-527.7pp |
| Employer contribution / active EE | $1,554 | $5,286-70.6% | $4,933-68.5% | $4,662-66.7% |
| Participant deferral / active EE | $4,713 | $8,422-44.0% | $8,066-41.6% | $6,690-29.6% |
| Admin fee / account holder | $365 | $15,030-97.6% | $12,989-97.2% | $13,392-97.3% |