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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 | $69,212 | $160,040-56.8% | $147,096-52.9% | $145,877-52.6% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 13.15% | 98.49%-85.3pp | 419.75%-406.6pp | 551.28%-538.1pp |
| Employer contribution / active EE | $2,181 | $5,289-58.8% | $4,936-55.8% | $4,663-53.2% |
| Participant deferral / active EE | $5,908 | $8,429-29.9% | $8,071-26.8% | $6,691-11.7% |
| Admin fee / account holder | $655 | $15,050-95.6% | $13,005-95.0% | $13,402-95.1% |