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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 | $57,810 | $202,342-71.4% | $172,752-66.5% | $152,897-62.2% |
| Participation rate | 70.0% | 87.1%-17.1pp | 82.6%-12.6pp | 82.5%-12.5pp |
| Annual return | 15.06% | 1029.83%-1014.8pp | 802.97%-787.9pp | 345.43%-330.4pp |
| Employer contribution / active EE | $2,793 | $5,858-52.3% | $5,144-45.7% | $4,764-41.4% |
| Participant deferral / active EE | $4,640 | $5,948-22.0% | $5,198-10.7% | $5,851-20.7% |
| Admin fee / account holder | $70,214 | $17,111+310.3% | $13,955+403.1% | $11,599+505.3% |