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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 | $88,576 | $109,344-19.0% | $89,400-0.9% | $158,950-44.3% |
| Participation rate | 83.3% | 74.3%+9.1pp | 68.0%+15.4pp | 82.0%+1.4pp |
| Annual return | 9.69% | 345.73%-336.0pp | 245.64%-236.0pp | 302.91%-293.2pp |
| Employer contribution / active EE | $1,600 | $3,170-49.5% | $2,586-38.1% | $4,762-66.4% |
| Participant deferral / active EE | $3,426 | $4,599-25.5% | $3,890-11.9% | $5,983-42.7% |
| Admin fee / account holder | $20,139 | $6,154+227.3% | $4,882+312.5% | $11,248+79.0% |