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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 | $31,382 | $202,345-84.5% | $172,755-81.8% | $152,885-79.5% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 17.60% | 1029.77%-1012.2pp | 802.94%-785.3pp | 345.39%-327.8pp |
| Employer contribution / active EE | $1,495 | $5,858-74.5% | $5,144-70.9% | $4,763-68.6% |
| Participant deferral / active EE | $8,120 | $5,948+36.5% | $5,198+56.2% | $5,851+38.8% |
| Admin fee / account holder | $1,244 | $17,111-92.7% | $13,955-91.1% | $11,598-89.3% |