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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 | $170,396 | $209,888-18.8% | $189,545-10.1% | $167,553+1.7% |
| Participation rate | 77.8% | 88.7%-10.9pp | 87.8%-10.0pp | 82.1%-4.3pp |
| Annual return | 24.74% | 748.66%-723.9pp | 555.36%-530.6pp | 478.89%-454.2pp |
| Employer contribution / active EE | $3,743 | $6,915-45.9% | $6,162-39.3% | $4,840-22.7% |
| Participant deferral / active EE | $9,433 | $8,934+5.6% | $8,220+14.8% | $6,343+48.7% |
| Admin fee / account holder | $812 | $14,300-94.3% | $12,049-93.3% | $12,316-93.4% |