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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 | $53,774 | $175,257-69.3% | $149,717-64.1% | $139,456-61.4% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 19.04% | 166.70%-147.7pp | 134.41%-115.4pp | 373.45%-354.4pp |
| Employer contribution / active EE | $1,405 | $5,477-74.3% | $4,820-70.8% | $4,753-70.4% |
| Participant deferral / active EE | $2,943 | $6,521-54.9% | $5,682-48.2% | $6,711-56.2% |
| Admin fee / account holder | $2,806 | $16,156-82.6% | $13,213-78.8% | $11,407-75.4% |