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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 | $110,012 | $159,978-31.2% | $147,041-25.2% | $145,978-24.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 9.96% | 98.36%-88.4pp | 419.21%-409.3pp | 550.52%-540.6pp |
| Employer contribution / active EE | $4,014 | $5,288-24.1% | $4,935-18.7% | $4,662-13.9% |
| Participant deferral / active EE | $10,414 | $8,429+23.6% | $8,071+29.0% | $6,690+55.7% |
| Admin fee / account holder | $2,574 | $15,053-82.9% | $13,006-80.2% | $13,400-80.8% |