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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 | $21,373 | $88,778-75.9% | $81,844-73.9% | $145,884-85.3% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 13.57% | 1033.03%-1019.5pp | 778.87%-765.3pp | 551.85%-538.3pp |
| Employer contribution / active EE | $2,213 | $3,087-28.3% | $2,916-24.1% | $4,662-52.5% |
| Participant deferral / active EE | $2,628 | $4,648-43.5% | $4,323-39.2% | $6,690-60.7% |
| Admin fee / account holder | $646 | $8,430-92.3% | $7,355-91.2% | $13,392-95.2% |