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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 | $44,608 | $176,105-74.7% | $159,474-72.0% | $167,536-73.4% |
| Participation rate | 71.4% | 85.0%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 109.96% | 331.91%-221.9pp | 263.68%-153.7pp | 478.82%-368.9pp |
| Employer contribution / active EE | $5,440 | $5,299+2.7% | $4,831+12.6% | $4,839+12.4% |
| Participant deferral / active EE | $11,313 | $7,751+46.0% | $7,353+53.9% | $6,342+78.4% |
| Admin fee / account holder | $1,726 | $12,559-86.3% | $10,802-84.0% | $12,315-86.0% |