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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 | $37,917 | $209,422-81.9% | $178,503-78.8% | $158,982-76.2% |
| Participation rate | 70.0% | 86.4%-16.4pp | 81.9%-11.9pp | 82.0%-12.0pp |
| Annual return | 13.09% | 188.81%-175.7pp | 151.12%-138.0pp | 302.99%-289.9pp |
| Employer contribution / active EE | $2,080 | $5,707-63.6% | $5,011-58.5% | $4,763-56.3% |
| Participant deferral / active EE | $4,979 | $5,955-16.4% | $5,202-4.3% | $5,983-16.8% |
| Admin fee / account holder | $1,401 | $17,079-91.8% | $13,987-90.0% | $11,252-87.5% |