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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 | $93,966 | $72,071+30.4% | $68,368+37.4% | $137,256-31.5% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 13.18% | 353.14%-340.0pp | 292.57%-279.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $2,009 | $2,788-27.9% | $2,649-24.2% | $4,156-51.7% |
| Participant deferral / active EE | $7,231 | $4,410+64.0% | $4,123+75.4% | $6,407+12.9% |
| Admin fee / account holder | $58,838 | $5,336+1002.8% | $5,150+1042.5% | $12,270+379.5% |