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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 | $79,900 | $159,934-50.0% | $147,005-45.6% | $145,959-45.3% |
| Participation rate | 76.2% | 84.0%-7.8pp | 82.2%-6.0pp | 80.3%-4.1pp |
| Annual return | 9.72% | 98.24%-88.5pp | 418.76%-409.0pp | 561.95%-552.2pp |
| Employer contribution / active EE | $1,167 | $5,287-77.9% | $4,934-76.4% | $4,661-75.0% |
| Participant deferral / active EE | $5,271 | $8,427-37.5% | $8,070-34.7% | $6,689-21.2% |
| Admin fee / account holder | $13,048 | $15,053-13.3% | $13,006+0.3% | $13,398-2.6% |