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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 | $16,122 | $102,624-84.3% | $86,200-81.3% | $139,427-88.4% |
| Participation rate | 72.2% | 74.5%-2.3pp | 69.0%+3.3pp | 80.3%-8.1pp |
| Annual return | 21.84% | 1922.69%-1900.8pp | 1168.58%-1146.7pp | 373.27%-351.4pp |
| Employer contribution / active EE | $1,390 | $3,033-54.2% | $2,381-41.6% | $4,752-70.7% |
| Participant deferral / active EE | $2,822 | $4,676-39.7% | $3,986-29.2% | $6,711-58.0% |
| Admin fee / account holder | $3,170 | $8,658-63.4% | $6,853-53.7% | $11,404-72.2% |