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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 | $21,974 | $88,754-75.2% | $81,820-73.1% | $145,877-84.9% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 11.44% | 1031.77%-1020.3pp | 777.93%-766.5pp | 551.28%-539.8pp |
| Employer contribution / active EE | $2,084 | $3,085-32.5% | $2,915-28.5% | $4,663-55.3% |
| Participant deferral / active EE | $5,337 | $4,648+14.8% | $4,323+23.5% | $6,691-20.2% |
| Admin fee / account holder | $642 | $8,424-92.4% | $7,391-91.3% | $13,402-95.2% |