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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 | $28,697 | $100,911-71.6% | $90,440-68.3% | $158,966-81.9% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 19.76% | 1726.62%-1706.9pp | 1294.38%-1274.6pp | 302.95%-283.2pp |
| Employer contribution / active EE | $1,022 | $3,690-72.3% | $3,263-68.7% | $4,762-78.5% |
| Participant deferral / active EE | $3,555 | $4,348-18.2% | $3,964-10.3% | $5,983-40.6% |
| Admin fee / account holder | $831 | $6,507-87.2% | $5,615-85.2% | $11,250-92.6% |