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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 | $13,313 | $149,040-91.1% | $120,225-88.9% | $137,256-90.3% |
| Participation rate | 80.0% | 75.4%+4.6pp | 69.6%+10.4pp | 80.0%0pp |
| Annual return | 19.86% | 605.68%-585.8pp | 439.23%-419.4pp | 220.34%-200.5pp |
| Employer contribution / active EE | $2,973 | $4,350-31.7% | $3,475-14.5% | $4,156-28.5% |
| Participant deferral / active EE | $6,641 | $4,655+42.7% | $3,999+66.1% | $6,407+3.7% |
| Admin fee / account holder | $4,095 | $6,348-35.5% | $5,696-28.1% | $12,270-66.6% |