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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 | $111,812 | $183,978-39.2% | $162,171-31.1% | $152,885-26.9% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.5%-2.5pp |
| Annual return | 80.68% | 150.78%-70.1pp | 115.60%-34.9pp | 345.39%-264.7pp |
| Employer contribution / active EE | $1,551 | $6,370-75.7% | $5,613-72.4% | $4,763-67.4% |
| Participant deferral / active EE | $6,862 | $8,033-14.6% | $7,297-6.0% | $5,851+17.3% |
| Admin fee / account holder | $1,669 | $13,122-87.3% | $10,843-84.6% | $11,598-85.6% |