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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 | $68,720 | $202,342-66.0% | $172,752-60.2% | $152,897-55.1% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 26.11% | 1029.83%-1003.7pp | 802.97%-776.9pp | 345.43%-319.3pp |
| Employer contribution / active EE | $9,313 | $5,858+59.0% | $5,144+81.1% | $4,764+95.5% |
| Participant deferral / active EE | $6,845 | $5,948+15.1% | $5,198+31.7% | $5,851+17.0% |
| Admin fee / account holder | $4,404 | $17,111-74.3% | $13,955-68.4% | $11,599-62.0% |