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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 | $63,753 | $88,754-28.2% | $81,820-22.1% | $145,877-56.3% |
| Participation rate | 91.7% | 75.1%+16.6pp | 72.4%+19.3pp | 80.3%+11.4pp |
| Annual return | 9.57% | 1031.77%-1022.2pp | 777.93%-768.4pp | 551.28%-541.7pp |
| Employer contribution / active EE | $979 | $3,085-68.3% | $2,915-66.4% | $4,663-79.0% |
| Participant deferral / active EE | $7,052 | $4,648+51.7% | $4,323+63.1% | $6,691+5.4% |
| Admin fee / account holder | $5,753 | $8,424-31.7% | $7,391-22.2% | $13,402-57.1% |