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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 | $8,672 | $96,678-91.0% | $86,640-90.0% | $139,466-93.8% |
| Participation rate | 71.4% | 74.4%-3.0pp | 71.7%-0.3pp | 80.3%-8.9pp |
| Annual return | 27.04% | 106.69%-79.7pp | 592.52%-565.5pp | 373.66%-346.6pp |
| Employer contribution / active EE | $2,192 | $3,265-32.9% | $3,024-27.5% | $4,754-53.9% |
| Participant deferral / active EE | $3,008 | $4,837-37.8% | $4,438-32.2% | $6,712-55.2% |
| Admin fee / account holder | $603 | $6,410-90.6% | $5,616-89.3% | $11,409-94.7% |