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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 | $44,863 | $157,304-71.5% | $141,197-68.2% | $152,909-70.7% |
| Participation rate | 76.9% | 84.8%-7.9pp | 82.5%-5.6pp | 82.5%-5.5pp |
| Annual return | 51.06% | 64.34%-13.3pp | 71.41%-20.3pp | 345.46%-294.4pp |
| Employer contribution / active EE | $15,174 | $5,263+188.3% | $4,736+220.4% | $4,764+218.5% |
| Participant deferral / active EE | $12,454 | $7,111+75.1% | $6,710+85.6% | $5,851+112.8% |
| Admin fee / account holder | $1,430 | $12,126-88.2% | $10,265-86.1% | $11,601-87.7% |