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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 | $75,739 | $202,345-62.6% | $172,755-56.2% | $152,885-50.5% |
| Participation rate | 92.3% | 87.1%+5.2pp | 82.6%+9.7pp | 82.5%+9.9pp |
| Annual return | 18.50% | 1029.77%-1011.3pp | 802.94%-784.4pp | 345.39%-326.9pp |
| Employer contribution / active EE | $2,583 | $5,858-55.9% | $5,144-49.8% | $4,763-45.8% |
| Participant deferral / active EE | $6,490 | $5,948+9.1% | $5,198+24.9% | $5,851+10.9% |
| Admin fee / account holder | $2,129 | $17,111-87.6% | $13,955-84.7% | $11,598-81.6% |