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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 | $40,726 | $88,754-54.1% | $81,820-50.2% | $145,877-72.1% |
| Participation rate | 73.3% | 75.1%-1.7pp | 72.4%+0.9pp | 80.3%-7.0pp |
| Annual return | 14.27% | 1031.77%-1017.5pp | 777.93%-763.7pp | 551.28%-537.0pp |
| Employer contribution / active EE | $2,516 | $3,085-18.5% | $2,915-13.7% | $4,663-46.0% |
| Participant deferral / active EE | $3,293 | $4,648-29.2% | $4,323-23.8% | $6,691-50.8% |
| Admin fee / account holder | $2,321 | $8,424-72.4% | $7,391-68.6% | $13,402-82.7% |