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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 | $76,779 | $202,342-62.1% | $172,753-55.6% | $152,909-49.8% |
| Participation rate | 77.8% | 87.1%-9.3pp | 82.6%-4.9pp | 82.5%-4.7pp |
| Annual return | 15.92% | 1029.88%-1014.0pp | 803.00%-787.1pp | 345.46%-329.5pp |
| Employer contribution / active EE | $1,556 | $5,857-73.4% | $5,144-69.8% | $4,764-67.3% |
| Participant deferral / active EE | $3,344 | $5,948-43.8% | $5,198-35.7% | $5,851-42.8% |
| Admin fee / account holder | $1,698 | $17,112-90.1% | $13,956-87.8% | $11,601-85.4% |