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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 | $82,702 | $72,071+14.8% | $68,368+21.0% | $137,256-39.7% |
| Participation rate | 91.3% | 76.2%+15.1pp | 73.8%+17.6pp | 80.0%+11.3pp |
| Annual return | 14.88% | 353.14%-338.3pp | 292.57%-277.7pp | 220.34%-205.5pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,745 | $4,410-37.8% | $4,123-33.4% | $6,407-57.2% |
| Admin fee / account holder | $704 | $5,336-86.8% | $5,150-86.3% | $12,270-94.3% |