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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 | $19,354 | $96,643-80.0% | $86,617-77.7% | $139,456-86.1% |
| Participation rate | 71.4% | 74.4%-3.0pp | 71.7%-0.3pp | 80.3%-8.9pp |
| Annual return | 18.02% | 106.57%-88.6pp | 591.91%-573.9pp | 373.45%-355.4pp |
| Employer contribution / active EE | $1,875 | $3,264-42.6% | $3,023-38.0% | $4,753-60.5% |
| Participant deferral / active EE | $5,990 | $4,835+23.9% | $4,437+35.0% | $6,711-10.7% |
| Admin fee / account holder | $20,146 | $6,406+214.5% | $5,613+258.9% | $11,407+76.6% |