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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 | $8,005 | $96,388-91.7% | $80,627-90.1% | $139,466-94.3% |
| Participation rate | 92.9% | 73.6%+19.2pp | 67.0%+25.8pp | 80.3%+12.5pp |
| Annual return | 14.37% | 1352.08%-1337.7pp | 936.76%-922.4pp | 373.66%-359.3pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,627 | $5,224-68.8% | $4,443-63.4% | $6,712-75.8% |
| Admin fee / account holder | $2,590 | $6,603-60.8% | $5,381-51.9% | $11,409-77.3% |