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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 | $23,570 | $76,368-69.1% | $67,681-65.2% | $154,746-84.8% |
| Participation rate | 81.8% | 79.0%+2.9pp | 73.7%+8.1pp | 80.7%+1.1pp |
| Annual return | 12.16% | 1066.77%-1054.6pp | 590.58%-578.4pp | 172.34%-160.2pp |
| Employer contribution / active EE | $2,215 | $3,151-29.7% | $2,678-17.3% | $4,379-49.4% |
| Participant deferral / active EE | $4,706 | $4,824-2.4% | $3,976+18.4% | $6,730-30.1% |
| Admin fee / account holder | $578 | $8,559-93.3% | $6,100-90.5% | $14,365-96.0% |