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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 | $124,243 | $88,815+39.9% | $81,882+51.7% | $145,897-14.8% |
| Participation rate | 87.5% | 75.1%+12.4pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 14.14% | 1033.75%-1019.6pp | 779.47%-765.3pp | 552.29%-538.2pp |
| Employer contribution / active EE | $3,824 | $3,086+23.9% | $2,916+31.1% | $4,663-18.0% |
| Participant deferral / active EE | $9,604 | $4,647+106.7% | $4,323+122.2% | $6,689+43.6% |
| Admin fee / account holder | $1,059 | $8,434-87.4% | $7,360-85.6% | $13,390-92.1% |