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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 | $56,426 | $160,070-64.7% | $147,117-61.6% | $145,897-61.3% |
| Participation rate | 82.4% | 84.0%-1.7pp | 82.2%+0.2pp | 80.3%+2.0pp |
| Annual return | 13.28% | 98.69%-85.4pp | 420.54%-407.3pp | 552.29%-539.0pp |
| Employer contribution / active EE | $3,342 | $5,285-36.8% | $4,932-32.2% | $4,663-28.3% |
| Participant deferral / active EE | $7,382 | $8,419-12.3% | $8,065-8.5% | $6,689+10.4% |
| Admin fee / account holder | $1,222 | $15,035-91.9% | $12,993-90.6% | $13,390-90.9% |