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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 | $17,607 | $70,366-75.0% | $66,674-73.6% | $138,895-87.3% |
| Participation rate | 83.3% | 76.2%+7.2pp | 73.7%+9.7pp | 79.9%+3.4pp |
| Annual return | 19.46% | 386.41%-366.9pp | 321.24%-301.8pp | 145.39%-125.9pp |
| Employer contribution / active EE | $3,936 | $2,765+42.3% | $2,620+50.2% | $4,194-6.2% |
| Participant deferral / active EE | $2,980 | $4,374-31.9% | $4,084-27.0% | $6,396-53.4% |
| Admin fee / account holder | $557 | $5,262-89.4% | $5,098-89.1% | $12,562-95.6% |