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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 | $108,716 | $209,422-48.1% | $178,503-39.1% | $158,982-31.6% |
| Participation rate | 71.4% | 86.4%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 16.37% | 188.81%-172.4pp | 151.12%-134.8pp | 302.99%-286.6pp |
| Employer contribution / active EE | $2,040 | $5,707-64.3% | $5,011-59.3% | $4,763-57.2% |
| Participant deferral / active EE | $4,724 | $5,955-20.7% | $5,202-9.2% | $5,983-21.1% |
| Admin fee / account holder | $7,492 | $17,079-56.1% | $13,987-46.4% | $11,252-33.4% |