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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 | $88,710-79.4% | $81,783-77.6% | $145,959-87.5% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.4%-0.9pp | 80.3%-8.9pp |
| Annual return | 14.64% | 1027.26%-1012.6pp | 775.05%-760.4pp | 561.95%-547.3pp |
| Employer contribution / active EE | $2,011 | $3,083-34.8% | $2,913-30.9% | $4,661-56.8% |
| Participant deferral / active EE | $4,038 | $4,645-13.1% | $4,320-6.5% | $6,689-39.6% |
| Admin fee / account holder | $336 | $8,407-96.0% | $7,380-95.4% | $13,398-97.5% |