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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 | $8,665 | $88,702-90.2% | $81,780-89.4% | $145,978-94.1% |
| Participation rate | 72.7% | 75.0%-2.3pp | 72.4%+0.4pp | 80.3%-7.6pp |
| Annual return | 15.65% | 1029.12%-1013.5pp | 776.27%-760.6pp | 550.52%-534.9pp |
| Employer contribution / active EE | $2,924 | $3,084-5.2% | $2,914+0.3% | $4,662-37.3% |
| Participant deferral / active EE | $3,117 | $4,645-32.9% | $4,321-27.9% | $6,690-53.4% |
| Admin fee / account holder | $559 | $8,414-93.4% | $7,384-92.4% | $13,400-95.8% |