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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 | $40,380 | $156,963-74.3% | $121,204-66.7% | $139,466-71.0% |
| Participation rate | 85.7% | 76.5%+9.3pp | 69.5%+16.2pp | 80.3%+5.4pp |
| Annual return | 21.08% | 1476.75%-1455.7pp | 987.18%-966.1pp | 373.66%-352.6pp |
| Employer contribution / active EE | $6,314 | $5,544+13.9% | $4,170+51.4% | $4,754+32.8% |
| Participant deferral / active EE | $10,661 | $4,848+119.9% | $4,083+161.1% | $6,712+58.8% |
| Admin fee / account holder | $809 | $6,953-88.4% | $5,651-85.7% | $11,409-92.9% |