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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 | $68,956 | $160,070-56.9% | $147,117-53.1% | $145,897-52.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 28.93% | 98.69%-69.8pp | 420.54%-391.6pp | 552.29%-523.4pp |
| Employer contribution / active EE | $2,171 | $5,285-58.9% | $4,932-56.0% | $4,663-53.4% |
| Participant deferral / active EE | $3,987 | $8,419-52.6% | $8,065-50.6% | $6,689-40.4% |
| Admin fee / account holder | $7,144 | $15,035-52.5% | $12,993-45.0% | $13,390-46.6% |