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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 | $96,232 | $198,462-51.5% | $170,439-43.5% | $147,585-34.8% |
| Participation rate | 95.2% | 88.0%+7.3pp | 83.6%+11.6pp | 82.8%+12.4pp |
| Annual return | 17.17% | 257.30%-240.1pp | 205.94%-188.8pp | 578.58%-561.4pp |
| Employer contribution / active EE | $2,541 | $6,184-58.9% | $5,433-53.2% | $4,876-47.9% |
| Participant deferral / active EE | $7,881 | $5,629+40.0% | $4,939+59.5% | $5,439+44.9% |
| Admin fee / account holder | $922 | $16,852-94.5% | $13,881-93.4% | $10,886-91.5% |