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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 | $83,516 | $159,978-47.8% | $147,041-43.2% | $145,978-42.8% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.9pp |
| Annual return | 19.32% | 98.36%-79.0pp | 419.21%-399.9pp | 550.52%-531.2pp |
| Employer contribution / active EE | $10,216 | $5,288+93.2% | $4,935+107.0% | $4,662+119.1% |
| Participant deferral / active EE | $5,757 | $8,429-31.7% | $8,071-28.7% | $6,690-13.9% |
| Admin fee / account holder | $397 | $15,053-97.4% | $13,006-97.0% | $13,400-97.0% |