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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 | $89,429 | $160,028-44.1% | $147,080-39.2% | $145,884-38.7% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 17.38% | 98.60%-81.2pp | 420.17%-402.8pp | 551.85%-534.5pp |
| Employer contribution / active EE | $1,355 | $5,286-74.4% | $4,933-72.5% | $4,662-70.9% |
| Participant deferral / active EE | $10,491 | $8,422+24.6% | $8,066+30.1% | $6,690+56.8% |
| Admin fee / account holder | $524 | $15,030-96.5% | $12,989-96.0% | $13,392-96.1% |