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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 | $45,913 | $160,040-71.3% | $147,096-68.8% | $145,877-68.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 15.44% | 98.49%-83.0pp | 419.75%-404.3pp | 551.28%-535.8pp |
| Employer contribution / active EE | $5,431 | $5,289+2.7% | $4,936+10.0% | $4,663+16.5% |
| Participant deferral / active EE | $6,680 | $8,429-20.7% | $8,071-17.2% | $6,691-0.2% |
| Admin fee / account holder | $997 | $15,050-93.4% | $13,005-92.3% | $13,402-92.6% |