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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 | $25,495 | $72,071-64.6% | $68,368-62.7% | $137,256-81.4% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 19.98% | 353.14%-333.2pp | 292.57%-272.6pp | 220.34%-200.4pp |
| Employer contribution / active EE | $2,668 | $2,788-4.3% | $2,649+0.7% | $4,156-35.8% |
| Participant deferral / active EE | $7,129 | $4,410+61.7% | $4,123+72.9% | $6,407+11.3% |
| Admin fee / account holder | $310 | $5,336-94.2% | $5,150-94.0% | $12,270-97.5% |