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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 | $33,114 | $132,634-75.0% | $115,768-71.4% | $137,256-75.9% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.4%+0.6pp | 80.0%-5.0pp |
| Annual return | 16.71% | 160.70%-144.0pp | 100.46%-83.7pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,156 | $3,360-65.6% | $2,940-60.7% | $4,156-72.2% |
| Participant deferral / active EE | $4,319 | $5,619-23.1% | $4,917-12.2% | $6,407-32.6% |
| Admin fee / account holder | $340 | $15,028-97.7% | $12,439-97.3% | $12,270-97.2% |