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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 | $95,243 | $160,040-40.5% | $147,096-35.3% | $145,877-34.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 12.02% | 98.49%-86.5pp | 419.75%-407.7pp | 551.28%-539.3pp |
| Employer contribution / active EE | $4,112 | $5,289-22.3% | $4,936-16.7% | $4,663-11.8% |
| Participant deferral / active EE | $8,173 | $8,429-3.0% | $8,071+1.3% | $6,691+22.2% |
| Admin fee / account holder | $96,088 | $15,050+538.5% | $13,005+638.8% | $13,402+617.0% |