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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 | $51,003 | $202,342-74.8% | $172,753-70.5% | $152,909-66.6% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 21.12% | 1029.88%-1008.8pp | 803.00%-781.9pp | 345.46%-324.3pp |
| Employer contribution / active EE | $12,523 | $5,857+113.8% | $5,144+143.5% | $4,764+162.9% |
| Participant deferral / active EE | $10,714 | $5,948+80.1% | $5,198+106.1% | $5,851+83.1% |
| Admin fee / account holder | $1,350 | $17,112-92.1% | $13,956-90.3% | $11,601-88.4% |