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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 | $67,728 | $160,028-57.7% | $147,080-54.0% | $145,884-53.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 16.34% | 98.60%-82.3pp | 420.17%-403.8pp | 551.85%-535.5pp |
| Employer contribution / active EE | $4,081 | $5,286-22.8% | $4,933-17.3% | $4,662-12.5% |
| Participant deferral / active EE | $13,041 | $8,422+54.8% | $8,066+61.7% | $6,690+94.9% |
| Admin fee / account holder | $2,023 | $15,030-86.5% | $12,989-84.4% | $13,392-84.9% |