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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 | $59,134 | $132,634-55.4% | $115,768-48.9% | $137,256-56.9% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.4%+8.9pp | 80.0%+3.4pp |
| Annual return | 14.62% | 160.70%-146.1pp | 100.46%-85.8pp | 220.34%-205.7pp |
| Employer contribution / active EE | $4,771 | $3,360+42.0% | $2,940+62.3% | $4,156+14.8% |
| Participant deferral / active EE | $3,692 | $5,619-34.3% | $4,917-24.9% | $6,407-42.4% |
| Admin fee / account holder | $683 | $15,028-95.5% | $12,439-94.5% | $12,270-94.4% |