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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 | $59,448 | $160,028-62.9% | $147,080-59.6% | $145,884-59.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 17.71% | 98.60%-80.9pp | 420.17%-402.5pp | 551.85%-534.1pp |
| Employer contribution / active EE | $1,412 | $5,286-73.3% | $4,933-71.4% | $4,662-69.7% |
| Participant deferral / active EE | $6,306 | $8,422-25.1% | $8,066-21.8% | $6,690-5.7% |
| Admin fee / account holder | $3,026 | $15,030-79.9% | $12,989-76.7% | $13,392-77.4% |