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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 | $16,142 | $108,942-85.2% | $100,415-83.9% | $145,897-88.9% |
| Participation rate | 88.2% | 83.0%+5.3pp | 81.5%+6.7pp | 80.3%+7.9pp |
| Annual return | 10.66% | 58.27%-47.6pp | 49.47%-38.8pp | 552.29%-541.6pp |
| Employer contribution / active EE | $2,208 | $4,422-50.1% | $3,943-44.0% | $4,663-52.6% |
| Participant deferral / active EE | $4,863 | $8,461-42.5% | $8,091-39.9% | $6,689-27.3% |
| Admin fee / account holder | $831 | $9,702-91.4% | $7,906-89.5% | $13,390-93.8% |