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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 | $106,848 | $202,342-47.2% | $172,753-38.1% | $152,909-30.1% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.5%-11.0pp |
| Annual return | 18.62% | 1029.88%-1011.3pp | 803.00%-784.4pp | 345.46%-326.8pp |
| Employer contribution / active EE | $1,993 | $5,857-66.0% | $5,144-61.3% | $4,764-58.2% |
| Participant deferral / active EE | $6,115 | $5,948+2.8% | $5,198+17.6% | $5,851+4.5% |
| Admin fee / account holder | $491 | $17,112-97.1% | $13,956-96.5% | $11,601-95.8% |