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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 | $22,111 | $96,678-77.1% | $86,640-74.5% | $139,466-84.1% |
| Participation rate | 72.7% | 74.4%-1.7pp | 71.7%+1.0pp | 80.3%-7.6pp |
| Annual return | 12.88% | 106.69%-93.8pp | 592.52%-579.6pp | 373.66%-360.8pp |
| Employer contribution / active EE | $636 | $3,265-80.5% | $3,024-79.0% | $4,754-86.6% |
| Participant deferral / active EE | $1,102 | $4,837-77.2% | $4,438-75.2% | $6,712-83.6% |
| Admin fee / account holder | $2,916 | $6,410-54.5% | $5,616-48.1% | $11,409-74.4% |