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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 | $53,345 | $171,867-69.0% | $149,721-64.4% | $147,586-63.9% |
| Participation rate | 87.5% | 88.2%-0.7pp | 87.1%+0.4pp | 82.8%+4.7pp |
| Annual return | 12.23% | 2113.36%-2101.1pp | 1501.67%-1489.4pp | 578.59%-566.4pp |
| Employer contribution / active EE | $5,751 | $6,275-8.3% | $5,444+5.6% | $4,876+17.9% |
| Participant deferral / active EE | $5,595 | $7,270-23.0% | $6,568-14.8% | $5,439+2.9% |
| Admin fee / account holder | $1,018 | $13,799-92.6% | $11,282-91.0% | $10,886-90.6% |