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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 | $60,407 | $171,492-64.8% | $150,734-59.9% | $198,609-69.6% |
| Participation rate | 94.1% | 81.4%+12.7pp | 78.4%+15.7pp | 82.4%+11.7pp |
| Annual return | 11.27% | 804.70%-793.4pp | 600.81%-589.5pp | 202.70%-191.4pp |
| Employer contribution / active EE | $2,399 | $5,470-56.1% | $4,918-51.2% | $5,055-52.5% |
| Participant deferral / active EE | $3,080 | $6,259-50.8% | $5,610-45.1% | $6,977-55.9% |
| Admin fee / account holder | $16,756 | $17,628-4.9% | $14,905+12.4% | $19,030-12.0% |