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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 | $64,064 | $99,011-35.3% | $86,582-26.0% | $147,586-56.6% |
| Participation rate | 81.3% | 76.3%+4.9pp | 73.5%+7.7pp | 82.8%-1.6pp |
| Annual return | 16.63% | 1312.75%-1296.1pp | 965.08%-948.5pp | 578.59%-562.0pp |
| Employer contribution / active EE | $2,006 | $3,132-36.0% | $2,839-29.4% | $4,876-58.9% |
| Participant deferral / active EE | $1,074 | $3,972-73.0% | $3,609-70.2% | $5,439-80.3% |
| Admin fee / account holder | $483 | $5,709-91.5% | $4,904-90.2% | $10,886-95.6% |