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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 | $39,921 | $65,555-39.1% | $86,216-53.7% | $75,173-46.9% |
| Participation rate | 82.8% | 60.5%+22.3pp | 69.0%+13.8pp | 67.2%+15.6pp |
| Annual return | 17.57% | 46.07%-28.5pp | 1169.42%-1151.9pp | 160.72%-143.2pp |
| Employer contribution / active EE | $1,609 | $1,553+3.6% | $2,382-32.4% | $2,671-39.7% |
| Participant deferral / active EE | $2,233 | $3,023-26.1% | $3,986-44.0% | $4,126-45.9% |
| Admin fee / account holder | $1,232 | $5,469-77.5% | $6,853-82.0% | $5,651-78.2% |