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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 | $15,073 | $102,595-85.3% | $94,057-84.0% | $154,746-90.3% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 80.7%-0.7pp |
| Annual return | 19.23% | 583.42%-564.2pp | 480.62%-461.4pp | 172.34%-153.1pp |
| Employer contribution / active EE | $2,086 | $3,147-33.7% | $2,933-28.9% | $4,379-52.4% |
| Participant deferral / active EE | $4,349 | $5,118-15.0% | $4,709-7.7% | $6,730-35.4% |
| Admin fee / account holder | $9,947 | $7,736+28.6% | $7,244+37.3% | $14,365-30.8% |