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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 | $22,004 | $110,093-80.0% | $97,295-77.4% | $145,897-84.9% |
| Participation rate | 71.4% | 75.9%-4.5pp | 72.7%-1.2pp | 80.3%-8.9pp |
| Annual return | 15.26% | 244.76%-229.5pp | 75.62%-60.4pp | 552.29%-537.0pp |
| Employer contribution / active EE | $2,086 | $3,077-32.2% | $2,723-23.4% | $4,663-55.3% |
| Participant deferral / active EE | $2,143 | $4,678-54.2% | $4,264-49.7% | $6,689-68.0% |
| Admin fee / account holder | $1,140 | $6,212-81.7% | $5,646-79.8% | $13,390-91.5% |