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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 | $108,481 | $144,130-24.7% | $117,861-8.0% | $147,586-26.5% |
| Participation rate | 76.2% | 83.4%-7.2pp | 79.7%-3.5pp | 82.8%-6.6pp |
| Annual return | 13.68% | 531.20%-517.5pp | 335.11%-321.4pp | 578.59%-564.9pp |
| Employer contribution / active EE | $2,288 | $4,897-53.3% | $3,786-39.6% | $4,876-53.1% |
| Participant deferral / active EE | $8,742 | $5,316+64.4% | $4,482+95.0% | $5,439+60.7% |
| Admin fee / account holder | $43,809 | $10,887+302.4% | $8,021+446.2% | $10,886+302.4% |