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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 | $108,710 | $160,028-32.1% | $147,080-26.1% | $145,884-25.5% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 13.96% | 98.60%-84.6pp | 420.17%-406.2pp | 551.85%-537.9pp |
| Employer contribution / active EE | $2,666 | $5,286-49.6% | $4,933-46.0% | $4,662-42.8% |
| Participant deferral / active EE | $10,721 | $8,422+27.3% | $8,066+32.9% | $6,690+60.3% |
| Admin fee / account holder | $2,334 | $15,030-84.5% | $12,989-82.0% | $13,392-82.6% |