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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 | $124,608 | $209,405-40.5% | $178,486-30.2% | $158,931-21.6% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 9.15% | 188.77%-179.6pp | 151.08%-141.9pp | 302.86%-293.7pp |
| Employer contribution / active EE | $3,078 | $5,707-46.1% | $5,011-38.6% | $4,761-35.4% |
| Participant deferral / active EE | $8,320 | $5,954+39.7% | $5,202+59.9% | $5,982+39.1% |
| Admin fee / account holder | $1,220 | $17,076-92.9% | $13,985-91.3% | $11,247-89.2% |