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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 | $64,724 | $160,040-59.6% | $147,096-56.0% | $145,877-55.6% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 10.20% | 98.49%-88.3pp | 419.75%-409.5pp | 551.28%-541.1pp |
| Employer contribution / active EE | $1,414 | $5,289-73.3% | $4,936-71.4% | $4,663-69.7% |
| Participant deferral / active EE | $7,103 | $8,429-15.7% | $8,071-12.0% | $6,691+6.2% |
| Admin fee / account holder | $1,156 | $15,050-92.3% | $13,005-91.1% | $13,402-91.4% |