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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 | $10,522 | $102,595-89.7% | $94,057-88.8% | $154,746-93.2% |
| Participation rate | 90.0% | 76.0%+14.0pp | 73.3%+16.7pp | 80.7%+9.3pp |
| Annual return | 27.39% | 583.42%-556.0pp | 480.62%-453.2pp | 172.34%-144.9pp |
| Employer contribution / active EE | $2,739 | $3,147-13.0% | $2,933-6.6% | $4,379-37.5% |
| Participant deferral / active EE | $4,366 | $5,118-14.7% | $4,709-7.3% | $6,730-35.1% |
| Admin fee / account holder | $698 | $7,736-91.0% | $7,244-90.4% | $14,365-95.1% |