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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 | $28,257 | $88,702-68.1% | $81,780-65.4% | $145,978-80.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 19.86% | 1029.12%-1009.3pp | 776.27%-756.4pp | 550.52%-530.7pp |
| Employer contribution / active EE | $1,203 | $3,084-61.0% | $2,914-58.7% | $4,662-74.2% |
| Participant deferral / active EE | $7,814 | $4,645+68.2% | $4,321+80.9% | $6,690+16.8% |
| Admin fee / account holder | $338 | $8,414-96.0% | $7,384-95.4% | $13,400-97.5% |