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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 | $59,326 | $180,462-67.1% | $154,111-61.5% | $135,379-56.2% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | 5.48% | 888.17%-882.7pp | 735.18%-729.7pp | 519.79%-514.3pp |
| Employer contribution / active EE | $7,897 | $6,036+30.8% | $5,298+49.1% | $4,779+65.2% |
| Participant deferral / active EE | $4,689 | $5,806-19.2% | $5,081-7.7% | $5,609-16.4% |
| Admin fee / account holder | $3,933 | $16,145-75.6% | $13,411-70.7% | $10,828-63.7% |