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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 | $54,840 | $202,326-72.9% | $172,745-68.3% | $152,870-64.1% |
| Participation rate | 76.9% | 87.1%-10.1pp | 82.6%-5.7pp | 82.4%-5.5pp |
| Annual return | 19.25% | 1029.72%-1010.5pp | 802.90%-783.6pp | 345.34%-326.1pp |
| Employer contribution / active EE | $4,092 | $5,858-30.1% | $5,144-20.4% | $4,763-14.1% |
| Participant deferral / active EE | $2,294 | $5,948-61.4% | $5,197-55.9% | $5,850-60.8% |
| Admin fee / account holder | $5,272 | $17,110-69.2% | $13,954-62.2% | $11,597-54.5% |