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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 | $43,740 | $209,422-79.1% | $178,503-75.5% | $158,982-72.5% |
| Participation rate | 72.7% | 86.4%-13.6pp | 81.9%-9.2pp | 82.0%-9.2pp |
| Annual return | 10.50% | 188.81%-178.3pp | 151.12%-140.6pp | 302.99%-292.5pp |
| Employer contribution / active EE | $1,250 | $5,707-78.1% | $5,011-75.0% | $4,763-73.7% |
| Participant deferral / active EE | $4,252 | $5,955-28.6% | $5,202-18.3% | $5,983-28.9% |
| Admin fee / account holder | $41,863 | $17,079+145.1% | $13,987+199.3% | $11,252+272.1% |