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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 | $26,367 | $156,970-83.2% | $121,210-78.2% | $139,487-81.1% |
| Participation rate | 90.0% | 76.5%+13.5pp | 69.5%+20.5pp | 80.3%+9.7pp |
| Annual return | 19.04% | 1477.10%-1458.1pp | 987.41%-968.4pp | 373.84%-354.8pp |
| Employer contribution / active EE | $1,704 | $5,546-69.3% | $4,171-59.1% | $4,755-64.2% |
| Participant deferral / active EE | $3,349 | $4,849-30.9% | $4,084-18.0% | $6,713-50.1% |
| Admin fee / account holder | $1,479 | $6,947-78.7% | $5,647-73.8% | $11,407-87.0% |