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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 | $57,047 | $202,342-71.8% | $172,753-67.0% | $152,909-62.7% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.5%+6.4pp |
| Annual return | 23.41% | 1029.88%-1006.5pp | 803.00%-779.6pp | 345.46%-322.1pp |
| Employer contribution / active EE | $1,739 | $5,857-70.3% | $5,144-66.2% | $4,764-63.5% |
| Participant deferral / active EE | $2,991 | $5,948-49.7% | $5,198-42.5% | $5,851-48.9% |
| Admin fee / account holder | $1,251 | $17,112-92.7% | $13,956-91.0% | $11,601-89.2% |