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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 | $75,399 | $183,592-58.9% | $155,567-51.5% | $145,959-48.3% |
| Participation rate | 70.6% | 82.7%-12.1pp | 78.2%-7.6pp | 80.3%-9.7pp |
| Annual return | 10.84% | 61.24%-50.4pp | 64.74%-53.9pp | 561.95%-551.1pp |
| Employer contribution / active EE | $1,446 | $5,315-72.8% | $4,674-69.1% | $4,661-69.0% |
| Participant deferral / active EE | $3,355 | $6,464-48.1% | $5,628-40.4% | $6,689-49.8% |
| Admin fee / account holder | $131,228 | $19,318+579.3% | $15,916+724.5% | $13,398+879.5% |