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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 | $64,566 | $159,978-59.6% | $147,041-56.1% | $145,978-55.8% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 10.38% | 98.36%-88.0pp | 419.21%-408.8pp | 550.52%-540.1pp |
| Employer contribution / active EE | $2,794 | $5,288-47.2% | $4,935-43.4% | $4,662-40.1% |
| Participant deferral / active EE | $10,064 | $8,429+19.4% | $8,071+24.7% | $6,690+50.4% |
| Admin fee / account holder | $4,102 | $15,053-72.7% | $13,006-68.5% | $13,400-69.4% |