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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 | $19,667 | $115,810-83.0% | $101,271-80.6% | $158,966-87.6% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.8%-5.8pp | 82.0%-12.0pp |
| Annual return | 19.09% | 56.15%-37.1pp | 46.48%-27.4pp | 302.95%-283.9pp |
| Employer contribution / active EE | $1,877 | $4,175-55.0% | $3,660-48.7% | $4,762-60.6% |
| Participant deferral / active EE | $4,457 | $4,958-10.1% | $4,371+2.0% | $5,983-25.5% |
| Admin fee / account holder | $505 | $7,248-93.0% | $5,948-91.5% | $11,250-95.5% |