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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 | $57,123 | $175,231-67.4% | $149,696-61.8% | $139,466-59.0% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 12.91% | 166.77%-153.9pp | 134.46%-121.5pp | 373.66%-360.8pp |
| Employer contribution / active EE | $9,181 | $5,478+67.6% | $4,821+90.4% | $4,754+93.1% |
| Participant deferral / active EE | $13,426 | $6,521+105.9% | $5,682+136.3% | $6,712+100.0% |
| Admin fee / account holder | $8,102 | $16,155-49.9% | $13,212-38.7% | $11,409-29.0% |