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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 | $81,349 | $202,342-59.8% | $172,752-52.9% | $152,897-46.8% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 13.21% | 1029.83%-1016.6pp | 802.97%-789.8pp | 345.43%-332.2pp |
| Employer contribution / active EE | $3,500 | $5,858-40.3% | $5,144-32.0% | $4,764-26.5% |
| Participant deferral / active EE | $8,185 | $5,948+37.6% | $5,198+57.5% | $5,851+39.9% |
| Admin fee / account holder | $488 | $17,111-97.1% | $13,955-96.5% | $11,599-95.8% |