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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 | $53,817 | $183,516-70.7% | $155,534-65.4% | $145,884-63.1% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 9.79% | 61.43%-51.6pp | 64.92%-55.1pp | 551.85%-542.1pp |
| Employer contribution / active EE | $2,141 | $5,315-59.7% | $4,675-54.2% | $4,662-54.1% |
| Participant deferral / active EE | $5,420 | $6,467-16.2% | $5,630-3.7% | $6,690-19.0% |
| Admin fee / account holder | $1,031 | $19,293-94.7% | $15,900-93.5% | $13,392-92.3% |