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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 | $17,335 | $183,592-90.6% | $155,574-88.9% | $145,877-88.1% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 194.36% | 61.37%+133.0pp | 64.87%+129.5pp | 551.28%-356.9pp |
| Employer contribution / active EE | $4,436 | $5,317-16.6% | $4,676-5.1% | $4,663-4.9% |
| Participant deferral / active EE | $6,700 | $6,466+3.6% | $5,629+19.0% | $6,691+0.1% |
| Admin fee / account holder | $710 | $19,316-96.3% | $15,914-95.5% | $13,402-94.7% |