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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 | $20,727 | $109,863-81.1% | $98,477-79.0% | $167,518-87.6% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 18.80% | 1958.09%-1939.3pp | 1493.59%-1474.8pp | 478.71%-459.9pp |
| Employer contribution / active EE | $3,565 | $3,225+10.5% | $2,961+20.4% | $4,838-26.3% |
| Participant deferral / active EE | $8,044 | $4,673+72.1% | $4,276+88.1% | $6,342+26.8% |
| Admin fee / account holder | $1,040 | $6,755-84.6% | $5,951-82.5% | $12,312-91.6% |