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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 | $30,974 | $166,268-81.4% | $165,100-81.2% | $145,897-78.8% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.6%+12.3pp | 80.3%+10.6pp |
| Annual return | 9.06% | 100.52%-91.5pp | 70.21%-61.2pp | 552.29%-543.2pp |
| Employer contribution / active EE | $1,780 | $5,284-66.3% | $4,348-59.1% | $4,663-61.8% |
| Participant deferral / active EE | $4,464 | $6,964-35.9% | $6,035-26.0% | $6,689-33.3% |
| Admin fee / account holder | $10,388 | $16,659-37.6% | $12,696-18.2% | $13,390-22.4% |