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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 | $84,372 | $125,184-32.6% | $105,607-20.1% | $145,884-42.2% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 9.21% | 225.00%-215.8pp | 116.11%-106.9pp | 551.85%-542.6pp |
| Employer contribution / active EE | $1,988 | $3,720-46.6% | $3,167-37.2% | $4,662-57.4% |
| Participant deferral / active EE | $3,190 | $5,714-44.2% | $5,011-36.3% | $6,690-52.3% |
| Admin fee / account holder | $3,749 | $17,133-78.1% | $10,958-65.8% | $13,392-72.0% |