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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 | $89,401 | $107,368-16.7% | $92,915-3.8% | $152,909-41.5% |
| Participation rate | 70.0% | 79.8%-9.8pp | 76.0%-6.0pp | 82.5%-12.5pp |
| Annual return | 21.22% | 145.64%-124.4pp | 109.45%-88.2pp | 345.46%-324.2pp |
| Employer contribution / active EE | $2,845 | $4,222-32.6% | $3,653-22.1% | $4,764-40.3% |
| Participant deferral / active EE | $7,617 | $4,848+57.1% | $4,238+79.7% | $5,851+30.2% |
| Admin fee / account holder | $23,343 | $7,082+229.6% | $5,796+302.8% | $11,601+101.2% |