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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 | $110,018 | $159,934-31.2% | $147,005-25.2% | $145,959-24.6% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.9pp |
| Annual return | 9.96% | 98.24%-88.3pp | 418.76%-408.8pp | 561.95%-552.0pp |
| Employer contribution / active EE | $2,585 | $5,287-51.1% | $4,934-47.6% | $4,661-44.5% |
| Participant deferral / active EE | $5,203 | $8,427-38.3% | $8,070-35.5% | $6,689-22.2% |
| Admin fee / account holder | $116,394 | $15,053+673.2% | $13,006+794.9% | $13,398+768.8% |