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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 | $105,629 | $176,077-40.0% | $159,455-33.8% | $167,518-36.9% |
| Participation rate | 81.3% | 84.9%-3.7pp | 82.8%-1.6pp | 82.1%-0.9pp |
| Annual return | 16.42% | 331.83%-315.4pp | 263.63%-247.2pp | 478.71%-462.3pp |
| Employer contribution / active EE | $10,191 | $5,298+92.4% | $4,830+111.0% | $4,838+110.6% |
| Participant deferral / active EE | $6,870 | $7,751-11.4% | $7,353-6.6% | $6,342+8.3% |
| Admin fee / account holder | $2,482 | $12,556-80.2% | $10,800-77.0% | $12,312-79.8% |