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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 | $72,114 | $183,988-60.8% | $162,177-55.5% | $152,897-52.8% |
| Participation rate | 77.8% | 88.5%-10.7pp | 87.6%-9.8pp | 82.5%-4.7pp |
| Annual return | 37.15% | 150.79%-113.6pp | 115.60%-78.5pp | 345.43%-308.3pp |
| Employer contribution / active EE | $1,585 | $6,370-75.1% | $5,613-71.8% | $4,764-66.7% |
| Participant deferral / active EE | $9,173 | $8,032+14.2% | $7,297+25.7% | $5,851+56.8% |
| Admin fee / account holder | $2,891 | $13,123-78.0% | $10,843-73.3% | $11,599-75.1% |