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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 | $195,400 | $168,626+15.9% | $133,698+46.2% | $145,897+33.9% |
| Participation rate | 71.4% | 80.4%-9.0pp | 76.4%-5.0pp | 80.3%-8.9pp |
| Annual return | 11.25% | 1168.99%-1157.7pp | 580.90%-569.6pp | 552.29%-541.0pp |
| Employer contribution / active EE | $0 | $5,290-100.0% | $4,218-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,844 | $8,688-21.2% | $7,016-2.4% | $6,689+2.3% |
| Admin fee / account holder | $172,168 | $9,638+1686.4% | $6,703+2468.6% | $13,390+1185.8% |