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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 | $122,561 | $175,257-30.1% | $149,717-18.1% | $139,456-12.1% |
| Participation rate | 70.0% | 83.4%-13.4pp | 78.8%-8.8pp | 80.3%-10.3pp |
| Annual return | 14.33% | 166.70%-152.4pp | 134.41%-120.1pp | 373.45%-359.1pp |
| Employer contribution / active EE | $2,620 | $5,477-52.2% | $4,820-45.6% | $4,753-44.9% |
| Participant deferral / active EE | $5,823 | $6,521-10.7% | $5,682+2.5% | $6,711-13.2% |
| Admin fee / account holder | $2,059 | $16,156-87.3% | $13,213-84.4% | $11,407-81.9% |