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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 | $41,965 | $159,978-73.8% | $147,041-71.5% | $145,978-71.3% |
| Participation rate | 76.2% | 84.0%-7.8pp | 82.2%-6.0pp | 80.3%-4.1pp |
| Annual return | 18.42% | 98.36%-79.9pp | 419.21%-400.8pp | 550.52%-532.1pp |
| Employer contribution / active EE | $8,512 | $5,288+61.0% | $4,935+72.5% | $4,662+82.6% |
| Participant deferral / active EE | $5,857 | $8,429-30.5% | $8,071-27.4% | $6,690-12.4% |
| Admin fee / account holder | $409 | $15,053-97.3% | $13,006-96.9% | $13,400-96.9% |