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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 | $67,901 | $175,257-61.3% | $149,717-54.6% | $139,456-51.3% |
| Participation rate | 93.8% | 83.4%+10.4pp | 78.8%+15.0pp | 80.3%+13.4pp |
| Annual return | 14.23% | 166.70%-152.5pp | 134.41%-120.2pp | 373.45%-359.2pp |
| Employer contribution / active EE | $9,564 | $5,477+74.6% | $4,820+98.4% | $4,753+101.2% |
| Participant deferral / active EE | $2,049 | $6,521-68.6% | $5,682-63.9% | $6,711-69.5% |
| Admin fee / account holder | $696 | $16,156-95.7% | $13,213-94.7% | $11,407-93.9% |