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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 | $26,137 | $88,754-70.6% | $81,820-68.1% | $145,877-82.1% |
| Participation rate | 91.7% | 75.1%+16.6pp | 72.4%+19.3pp | 80.3%+11.4pp |
| Annual return | 22.02% | 1031.77%-1009.7pp | 777.93%-755.9pp | 551.28%-529.3pp |
| Employer contribution / active EE | $2,340 | $3,085-24.1% | $2,915-19.7% | $4,663-49.8% |
| Participant deferral / active EE | $7,793 | $4,648+67.7% | $4,323+80.3% | $6,691+16.5% |
| Admin fee / account holder | $1,754 | $8,424-79.2% | $7,391-76.3% | $13,402-86.9% |