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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 | $52,585 | $180,466-70.9% | $154,114-65.9% | $135,382-61.2% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | 7.66% | 888.15%-880.5pp | 735.16%-727.5pp | 519.77%-512.1pp |
| Employer contribution / active EE | $3,554 | $6,035-41.1% | $5,298-32.9% | $4,779-25.6% |
| Participant deferral / active EE | $2,568 | $5,806-55.8% | $5,081-49.5% | $5,609-54.2% |
| Admin fee / account holder | $24,920 | $16,144+54.4% | $13,411+85.8% | $10,829+130.1% |