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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 | $70,338 | $150,412-53.2% | $120,574-41.7% | $145,884-51.8% |
| Participation rate | 85.0% | 78.8%+6.2pp | 71.9%+13.1pp | 80.3%+4.7pp |
| Annual return | 13.70% | 154.50%-140.8pp | 107.42%-93.7pp | 551.85%-538.2pp |
| Employer contribution / active EE | $2,490 | $4,355-42.8% | $3,471-28.3% | $4,662-46.6% |
| Participant deferral / active EE | $3,051 | $6,175-50.6% | $4,996-38.9% | $6,690-54.4% |
| Admin fee / account holder | $3,219 | $12,224-73.7% | $9,445-65.9% | $13,392-76.0% |