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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 | $51,393 | $175,257-70.7% | $149,717-65.7% | $139,456-63.1% |
| Participation rate | 73.9% | 83.4%-9.5pp | 78.8%-4.9pp | 80.3%-6.4pp |
| Annual return | 18.48% | 166.70%-148.2pp | 134.41%-115.9pp | 373.45%-355.0pp |
| Employer contribution / active EE | $8,305 | $5,477+51.7% | $4,820+72.3% | $4,753+74.8% |
| Participant deferral / active EE | $5,168 | $6,521-20.7% | $5,682-9.0% | $6,711-23.0% |
| Admin fee / account holder | $980 | $16,156-93.9% | $13,213-92.6% | $11,407-91.4% |