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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 | $20,383 | $107,368-81.0% | $92,915-78.1% | $152,909-86.7% |
| Participation rate | 70.6% | 79.8%-9.2pp | 76.0%-5.4pp | 82.5%-11.9pp |
| Annual return | 21.10% | 145.64%-124.5pp | 109.45%-88.3pp | 345.46%-324.4pp |
| Employer contribution / active EE | $2,363 | $4,222-44.0% | $3,653-35.3% | $4,764-50.4% |
| Participant deferral / active EE | $4,145 | $4,848-14.5% | $4,238-2.2% | $5,851-29.2% |
| Admin fee / account holder | $466 | $7,082-93.4% | $5,796-92.0% | $11,601-96.0% |