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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 | $41,258 | $169,361-75.6% | $129,397-68.1% | $145,877-71.7% |
| Participation rate | 76.9% | 76.5%+0.5pp | 69.6%+7.3pp | 80.3%-3.4pp |
| Annual return | 13.62% | 14395.54%-14381.9pp | 9453.98%-9440.4pp | 551.28%-537.7pp |
| Employer contribution / active EE | $4,732 | $5,542-14.6% | $4,154+13.9% | $4,663+1.5% |
| Participant deferral / active EE | $7,213 | $4,987+44.6% | $4,167+73.1% | $6,691+7.8% |
| Admin fee / account holder | $10,295 | $9,903+4.0% | $7,679+34.1% | $13,402-23.2% |