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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 | $16,014 | $80,812-80.2% | $160,784-90.0% | $82,448-80.6% |
| Participation rate | 94.9% | 66.2%+28.7pp | 77.0%+18.0pp | 68.1%+26.8pp |
| Annual return | 14.60% | 100.59%-86.0pp | 1803.92%-1789.3pp | 41.64%-27.0pp |
| Employer contribution / active EE | $1,668 | $2,174-23.3% | $3,733-55.3% | $2,551-34.6% |
| Participant deferral / active EE | $3,133 | $4,335-27.7% | $6,293-50.2% | $4,139-24.3% |
| Admin fee / account holder | $4,627 | $7,695-39.9% | $9,717-52.4% | $7,234-36.0% |