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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 | $51,486 | $144,130-64.3% | $117,861-56.3% | $147,586-65.1% |
| Participation rate | 72.2% | 83.4%-11.2pp | 79.7%-7.4pp | 82.8%-10.6pp |
| Annual return | 10.52% | 531.20%-520.7pp | 335.11%-324.6pp | 578.59%-568.1pp |
| Employer contribution / active EE | $2,149 | $4,897-56.1% | $3,786-43.2% | $4,876-55.9% |
| Participant deferral / active EE | $2,620 | $5,316-50.7% | $4,482-41.5% | $5,439-51.8% |
| Admin fee / account holder | $1,648 | $10,887-84.9% | $8,021-79.4% | $10,886-84.9% |