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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 | $139,117 | $209,888-33.7% | $189,545-26.6% | $167,553-17.0% |
| Participation rate | 76.9% | 88.7%-11.7pp | 87.8%-10.9pp | 82.1%-5.2pp |
| Annual return | 15.12% | 748.66%-733.5pp | 555.36%-540.2pp | 478.89%-463.8pp |
| Employer contribution / active EE | $2,646 | $6,915-61.7% | $6,162-57.1% | $4,840-45.3% |
| Participant deferral / active EE | $9,651 | $8,934+8.0% | $8,220+17.4% | $6,343+52.2% |
| Admin fee / account holder | $2,221 | $14,300-84.5% | $12,049-81.6% | $12,316-82.0% |