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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 | $41,170 | $156,963-73.8% | $121,204-66.0% | $139,466-70.5% |
| Participation rate | 81.8% | 76.5%+5.4pp | 69.5%+12.3pp | 80.3%+1.5pp |
| Annual return | 24.95% | 1476.75%-1451.8pp | 987.18%-962.2pp | 373.66%-348.7pp |
| Employer contribution / active EE | $4,860 | $5,544-12.4% | $4,170+16.5% | $4,754+2.2% |
| Participant deferral / active EE | $7,249 | $4,848+49.5% | $4,083+77.6% | $6,712+8.0% |
| Admin fee / account holder | $1,447 | $6,953-79.2% | $5,651-74.4% | $11,409-87.3% |