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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 | $58,808 | $166,131-64.6% | $164,975-64.4% | $145,877-59.7% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 51.13% | 100.37%-49.2pp | 70.12%-19.0pp | 551.28%-500.1pp |
| Employer contribution / active EE | $2,256 | $5,276-57.2% | $4,343-48.1% | $4,663-51.6% |
| Participant deferral / active EE | $3,413 | $6,962-51.0% | $6,033-43.4% | $6,691-49.0% |
| Admin fee / account holder | $738 | $16,648-95.6% | $12,688-94.2% | $13,402-94.5% |