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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 | $53,971 | $209,422-74.2% | $178,503-69.8% | $158,982-66.1% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 17.71% | 188.81%-171.1pp | 151.12%-133.4pp | 302.99%-285.3pp |
| Employer contribution / active EE | $6,008 | $5,707+5.3% | $5,011+19.9% | $4,763+26.1% |
| Participant deferral / active EE | $6,656 | $5,955+11.8% | $5,202+27.9% | $5,983+11.2% |
| Admin fee / account holder | $4,879 | $17,079-71.4% | $13,987-65.1% | $11,252-56.6% |