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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 | $116,476 | $175,259-33.5% | $149,723-22.2% | $139,487-16.5% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.4pp | 80.3%-8.9pp |
| Annual return | 16.98% | 166.82%-149.8pp | 134.50%-117.5pp | 373.84%-356.9pp |
| Employer contribution / active EE | $2,325 | $5,478-57.6% | $4,821-51.8% | $4,755-51.1% |
| Participant deferral / active EE | $8,853 | $6,522+35.8% | $5,682+55.8% | $6,713+31.9% |
| Admin fee / account holder | $3,990 | $16,158-75.3% | $13,215-69.8% | $11,407-65.0% |