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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 | $115,337 | $209,428-44.9% | $178,498-35.4% | $158,950-27.4% |
| Participation rate | 71.4% | 86.4%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 12.09% | 188.78%-176.7pp | 151.09%-139.0pp | 302.91%-290.8pp |
| Employer contribution / active EE | $12,071 | $5,707+111.5% | $5,011+140.9% | $4,762+153.5% |
| Participant deferral / active EE | $6,813 | $5,955+14.4% | $5,202+31.0% | $5,983+13.9% |
| Admin fee / account holder | $752 | $17,077-95.6% | $13,985-94.6% | $11,248-93.3% |