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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 | $101,171 | $169,361-40.3% | $129,397-21.8% | $145,877-30.6% |
| Participation rate | 71.4% | 76.5%-5.0pp | 69.6%+1.8pp | 80.3%-8.9pp |
| Annual return | 8.73% | 14395.54%-14386.8pp | 9453.98%-9445.2pp | 551.28%-542.6pp |
| Employer contribution / active EE | $2,648 | $5,542-52.2% | $4,154-36.3% | $4,663-43.2% |
| Participant deferral / active EE | $5,063 | $4,987+1.5% | $4,167+21.5% | $6,691-24.3% |
| Admin fee / account holder | $1,549 | $9,903-84.4% | $7,679-79.8% | $13,402-88.4% |