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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 | $21,404 | $65,423-67.3% | $98,477-78.3% | $85,856-75.1% |
| Participation rate | 73.8% | 65.0%+8.8pp | 73.3%+0.4pp | 69.3%+4.5pp |
| Annual return | 11.94% | 21.76%-9.8pp | 1493.59%-1481.6pp | 318.58%-306.6pp |
| Employer contribution / active EE | $1,263 | $2,168-41.7% | $2,961-57.3% | $2,565-50.8% |
| Participant deferral / active EE | $2,162 | $3,167-31.7% | $4,276-49.5% | $3,952-45.3% |
| Admin fee / account holder | $1,623 | $4,594-64.7% | $5,951-72.7% | $6,261-74.1% |