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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 | $14,517 | $88,754-83.6% | $81,820-82.3% | $145,877-90.0% |
| Participation rate | 71.4% | 75.1%-3.6pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 14.39% | 1031.77%-1017.4pp | 777.93%-763.5pp | 551.28%-536.9pp |
| Employer contribution / active EE | $1,848 | $3,085-40.1% | $2,915-36.6% | $4,663-60.4% |
| Participant deferral / active EE | $2,225 | $4,648-52.1% | $4,323-48.5% | $6,691-66.7% |
| Admin fee / account holder | $1,103 | $8,424-86.9% | $7,391-85.1% | $13,402-91.8% |