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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 | $99,943 | $88,702+12.7% | $81,780+22.2% | $145,978-31.5% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 9.82% | 1029.12%-1019.3pp | 776.27%-766.4pp | 550.52%-540.7pp |
| Employer contribution / active EE | $3,249 | $3,084+5.3% | $2,914+11.5% | $4,662-30.3% |
| Participant deferral / active EE | $4,334 | $4,645-6.7% | $4,321+0.3% | $6,690-35.2% |
| Admin fee / account holder | $4,923 | $8,414-41.5% | $7,384-33.3% | $13,400-63.3% |