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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 | $18,296 | $88,754-79.4% | $81,820-77.6% | $145,877-87.5% |
| Participation rate | 71.4% | 75.1%-3.6pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 14.64% | 1031.77%-1017.1pp | 777.93%-763.3pp | 551.28%-536.6pp |
| Employer contribution / active EE | $2,011 | $3,085-34.8% | $2,915-31.0% | $4,663-56.9% |
| Participant deferral / active EE | $4,038 | $4,648-13.1% | $4,323-6.6% | $6,691-39.7% |
| Admin fee / account holder | $336 | $8,424-96.0% | $7,391-95.5% | $13,402-97.5% |