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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 | $36,271 | $99,011-63.4% | $86,582-58.1% | $147,586-75.4% |
| Participation rate | 78.3% | 76.3%+1.9pp | 73.5%+4.7pp | 82.8%-4.6pp |
| Annual return | 13.13% | 1312.75%-1299.6pp | 965.08%-952.0pp | 578.59%-565.5pp |
| Employer contribution / active EE | $2,240 | $3,132-28.5% | $2,839-21.1% | $4,876-54.1% |
| Participant deferral / active EE | $1,029 | $3,972-74.1% | $3,609-71.5% | $5,439-81.1% |
| Admin fee / account holder | $8,791 | $5,709+54.0% | $4,904+79.3% | $10,886-19.2% |