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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 | $76,468 | $169,161-54.8% | $129,295-40.9% | $145,959-47.6% |
| Participation rate | 90.9% | 76.5%+14.5pp | 69.6%+21.3pp | 80.3%+10.6pp |
| Annual return | 13.59% | 14348.07%-14334.5pp | 9429.28%-9415.7pp | 561.95%-548.4pp |
| Employer contribution / active EE | $6,575 | $5,543+18.6% | $4,157+58.2% | $4,661+41.1% |
| Participant deferral / active EE | $6,841 | $4,989+37.1% | $4,169+64.1% | $6,689+2.3% |
| Admin fee / account holder | $5,511 | $9,878-44.2% | $7,665-28.1% | $13,398-58.9% |