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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 | $73,135 | $78,976-7.4% | $100,383-27.1% | $74,546-1.9% |
| Participation rate | 88.1% | 79.5%+8.7pp | 81.5%+6.6pp | 67.2%+20.9pp |
| Annual return | 38.36% | 20.62%+17.7pp | 49.26%-10.9pp | 1366.03%-1327.7pp |
| Employer contribution / active EE | $4,767 | $3,019+57.9% | $3,944+20.9% | $2,624+81.7% |
| Participant deferral / active EE | $6,676 | $7,758-13.9% | $8,086-17.4% | $4,347+53.6% |
| Admin fee / account holder | $6,067 | $1,330+356.2% | $7,900-23.2% | $1,944+212.1% |