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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 | $7,077 | $149,040-95.3% | $120,225-94.1% | $137,256-94.8% |
| Participation rate | 80.0% | 75.4%+4.6pp | 69.6%+10.4pp | 80.0%0pp |
| Annual return | 13.45% | 605.68%-592.2pp | 439.23%-425.8pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,811 | $4,350-58.4% | $3,475-47.9% | $4,156-56.4% |
| Participant deferral / active EE | $2,311 | $4,655-50.4% | $3,999-42.2% | $6,407-63.9% |
| Admin fee / account holder | $2,343 | $6,348-63.1% | $5,696-58.9% | $12,270-80.9% |