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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 | $38,539 | $198,462-80.6% | $170,439-77.4% | $147,585-73.9% |
| Participation rate | 72.7% | 88.0%-15.2pp | 83.6%-10.9pp | 82.8%-10.1pp |
| Annual return | 12.00% | 257.30%-245.3pp | 205.94%-193.9pp | 578.58%-566.6pp |
| Employer contribution / active EE | $2,536 | $6,184-59.0% | $5,433-53.3% | $4,876-48.0% |
| Participant deferral / active EE | $4,123 | $5,629-26.8% | $4,939-16.5% | $5,439-24.2% |
| Admin fee / account holder | $943 | $16,852-94.4% | $13,881-93.2% | $10,886-91.3% |