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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 | $29,784 | $124,330-76.0% | $109,173-72.7% | $167,536-82.2% |
| Participation rate | 71.4% | 79.5%-8.0pp | 75.9%-4.5pp | 82.1%-10.7pp |
| Annual return | 19.77% | 26.04%-6.3pp | 25.75%-6.0pp | 478.82%-459.0pp |
| Employer contribution / active EE | $1,454 | $4,209-65.5% | $3,723-60.9% | $4,839-69.9% |
| Participant deferral / active EE | $4,209 | $5,256-19.9% | $4,654-9.6% | $6,342-33.6% |
| Admin fee / account holder | $750 | $7,974-90.6% | $6,755-88.9% | $12,315-93.9% |