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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 | $143,494 | $227,399-36.9% | $189,758-24.4% | $198,609-27.8% |
| Participation rate | 71.4% | 84.0%-12.6pp | 79.8%-8.4pp | 82.4%-10.9pp |
| Annual return | 10.12% | 61.03%-50.9pp | 52.62%-42.5pp | 202.70%-192.6pp |
| Employer contribution / active EE | $7,962 | $5,526+44.1% | $4,767+67.0% | $5,055+57.5% |
| Participant deferral / active EE | $8,963 | $6,837+31.1% | $5,856+53.1% | $6,977+28.5% |
| Admin fee / account holder | $227,215 | $25,162+803.0% | $20,388+1014.5% | $19,030+1094.0% |