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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 | $105,652 | $202,342-47.8% | $172,752-38.8% | $152,897-30.9% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 43.21% | 1029.83%-986.6pp | 802.97%-759.8pp | 345.43%-302.2pp |
| Employer contribution / active EE | $8,269 | $5,858+41.2% | $5,144+60.7% | $4,764+73.6% |
| Participant deferral / active EE | $6,731 | $5,948+13.2% | $5,198+29.5% | $5,851+15.0% |
| Admin fee / account holder | $556 | $17,111-96.7% | $13,955-96.0% | $11,599-95.2% |