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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 | $27,784 | $148,623-81.3% | $135,974-79.6% | $139,466-80.1% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 15.91% | 79.30%-63.4pp | 68.30%-52.4pp | 373.66%-357.7pp |
| Employer contribution / active EE | $1,660 | $5,246-68.4% | $4,859-65.8% | $4,754-65.1% |
| Participant deferral / active EE | $6,192 | $8,103-23.6% | $7,760-20.2% | $6,712-7.8% |
| Admin fee / account holder | $10,000 | $12,406-19.4% | $10,767-7.1% | $11,409-12.3% |