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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 | $56,700 | $88,710-36.1% | $81,783-30.7% | $145,959-61.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.68% | 1027.26%-1012.6pp | 775.05%-760.4pp | 561.95%-547.3pp |
| Employer contribution / active EE | $1,291 | $3,083-58.1% | $2,913-55.7% | $4,661-72.3% |
| Participant deferral / active EE | $2,041 | $4,645-56.1% | $4,320-52.8% | $6,689-69.5% |
| Admin fee / account holder | $4,989 | $8,407-40.7% | $7,380-32.4% | $13,398-62.8% |