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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 | $24,344 | $149,040-83.7% | $120,225-79.8% | $137,256-82.3% |
| Participation rate | 75.0% | 75.4%-0.4pp | 69.6%+5.4pp | 80.0%-5.0pp |
| Annual return | 18.72% | 605.68%-587.0pp | 439.23%-420.5pp | 220.34%-201.6pp |
| Employer contribution / active EE | $2,877 | $4,350-33.9% | $3,475-17.2% | $4,156-30.8% |
| Participant deferral / active EE | $2,877 | $4,655-38.2% | $3,999-28.1% | $6,407-55.1% |
| Admin fee / account holder | $417 | $6,348-93.4% | $5,696-92.7% | $12,270-96.6% |