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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 | $28,202 | $102,595-72.5% | $94,057-70.0% | $154,746-81.8% |
| Participation rate | 90.0% | 76.0%+14.0pp | 73.3%+16.7pp | 80.7%+9.3pp |
| Annual return | 21.34% | 583.42%-562.1pp | 480.62%-459.3pp | 172.34%-151.0pp |
| Employer contribution / active EE | $2,337 | $3,147-25.7% | $2,933-20.3% | $4,379-46.6% |
| Participant deferral / active EE | $7,663 | $5,118+49.7% | $4,709+62.7% | $6,730+13.9% |
| Admin fee / account holder | $372 | $7,736-95.2% | $7,244-94.9% | $14,365-97.4% |