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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 | $57,236 | $109,872-47.9% | $98,483-41.9% | $167,536-65.8% |
| Participation rate | 94.4% | 75.8%+18.6pp | 73.3%+21.1pp | 82.1%+12.3pp |
| Annual return | 30.30% | 1959.31%-1929.0pp | 1494.38%-1464.1pp | 478.82%-448.5pp |
| Employer contribution / active EE | $3,347 | $3,225+3.8% | $2,961+13.1% | $4,839-30.8% |
| Participant deferral / active EE | $1,814 | $4,673-61.2% | $4,276-57.6% | $6,342-71.4% |
| Admin fee / account holder | $4,380 | $6,757-35.2% | $5,953-26.4% | $12,315-64.4% |