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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 | $88,710-54.1% | $81,783-50.2% | $145,959-72.1% |
| Participation rate | 73.3% | 75.0%-1.7pp | 72.4%+1.0pp | 80.3%-7.0pp |
| Annual return | 14.27% | 1027.26%-1013.0pp | 775.05%-760.8pp | 561.95%-547.7pp |
| Employer contribution / active EE | $2,516 | $3,083-18.4% | $2,913-13.6% | $4,661-46.0% |
| Participant deferral / active EE | $3,293 | $4,645-29.1% | $4,320-23.8% | $6,689-50.8% |
| Admin fee / account holder | $2,321 | $8,407-72.4% | $7,380-68.5% | $13,398-82.7% |