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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 | $111,931 | $160,070-30.1% | $147,117-23.9% | $145,897-23.3% |
| Participation rate | 70.8% | 84.0%-13.2pp | 82.2%-11.4pp | 80.3%-9.5pp |
| Annual return | 12.34% | 98.69%-86.4pp | 420.54%-408.2pp | 552.29%-540.0pp |
| Employer contribution / active EE | $3,986 | $5,285-24.6% | $4,932-19.2% | $4,663-14.5% |
| Participant deferral / active EE | $8,228 | $8,419-2.3% | $8,065+2.0% | $6,689+23.0% |
| Admin fee / account holder | $6,822 | $15,035-54.6% | $12,993-47.5% | $13,390-49.1% |