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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 | $52,815 | $202,342-73.9% | $172,753-69.4% | $152,909-65.5% |
| Participation rate | 93.3% | 87.1%+6.3pp | 82.6%+10.7pp | 82.5%+10.9pp |
| Annual return | 18.71% | 1029.88%-1011.2pp | 803.00%-784.3pp | 345.46%-326.8pp |
| Employer contribution / active EE | $7,213 | $5,857+23.1% | $5,144+40.2% | $4,764+51.4% |
| Participant deferral / active EE | $5,081 | $5,948-14.6% | $5,198-2.2% | $5,851-13.2% |
| Admin fee / account holder | $492 | $17,112-97.1% | $13,956-96.5% | $11,601-95.8% |