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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 | $130,253 | $171,492-24.0% | $150,734-13.6% | $198,609-34.4% |
| Participation rate | 75.0% | 81.4%-6.4pp | 78.4%-3.4pp | 82.4%-7.4pp |
| Annual return | 6.69% | 804.70%-798.0pp | 600.81%-594.1pp | 202.70%-196.0pp |
| Employer contribution / active EE | $3,219 | $5,470-41.2% | $4,918-34.6% | $5,055-36.3% |
| Participant deferral / active EE | $7,458 | $6,259+19.2% | $5,610+33.0% | $6,977+6.9% |
| Admin fee / account holder | $12,154 | $17,628-31.1% | $14,905-18.5% | $19,030-36.1% |