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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 | $41,852 | $160,028-73.8% | $147,080-71.5% | $145,884-71.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 14.37% | 98.60%-84.2pp | 420.17%-405.8pp | 551.85%-537.5pp |
| Employer contribution / active EE | $3,663 | $5,286-30.7% | $4,933-25.8% | $4,662-21.4% |
| Participant deferral / active EE | $6,179 | $8,422-26.6% | $8,066-23.4% | $6,690-7.6% |
| Admin fee / account holder | $1,006 | $15,030-93.3% | $12,989-92.3% | $13,392-92.5% |