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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 | $37,329 | $88,754-57.9% | $81,820-54.4% | $145,877-74.4% |
| Participation rate | 90.9% | 75.1%+15.8pp | 72.4%+18.5pp | 80.3%+10.6pp |
| Annual return | 9.71% | 1031.77%-1022.1pp | 777.93%-768.2pp | 551.28%-541.6pp |
| Employer contribution / active EE | $3,003 | $3,085-2.7% | $2,915+3.0% | $4,663-35.6% |
| Participant deferral / active EE | $4,162 | $4,648-10.4% | $4,323-3.7% | $6,691-37.8% |
| Admin fee / account holder | $22,004 | $8,424+161.2% | $7,391+197.7% | $13,402+64.2% |