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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 | $117,856 | $202,342-41.8% | $172,753-31.8% | $152,909-22.9% |
| Participation rate | 94.4% | 87.1%+7.4pp | 82.6%+11.8pp | 82.5%+12.0pp |
| Annual return | 21.02% | 1029.88%-1008.9pp | 803.00%-782.0pp | 345.46%-324.4pp |
| Employer contribution / active EE | $3,671 | $5,857-37.3% | $5,144-28.6% | $4,764-23.0% |
| Participant deferral / active EE | $5,769 | $5,948-3.0% | $5,198+11.0% | $5,851-1.4% |
| Admin fee / account holder | $476 | $17,112-97.2% | $13,956-96.6% | $11,601-95.9% |