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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 | $10,267 | $103,008-90.0% | $90,304-88.6% | $152,897-93.3% |
| Participation rate | 72.7% | 75.9%-3.1pp | 73.3%-0.5pp | 82.5%-9.7pp |
| Annual return | 21.76% | 95.22%-73.5pp | 78.13%-56.4pp | 345.43%-323.7pp |
| Employer contribution / active EE | $1,381 | $3,139-56.0% | $2,855-51.6% | $4,764-71.0% |
| Participant deferral / active EE | $1,372 | $4,281-68.0% | $3,885-64.7% | $5,851-76.5% |
| Admin fee / account holder | $499 | $6,175-91.9% | $5,354-90.7% | $11,599-95.7% |