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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 | $44,776 | $88,754-49.6% | $81,820-45.3% | $145,877-69.3% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 12.92% | 1031.77%-1018.8pp | 777.93%-765.0pp | 551.28%-538.4pp |
| Employer contribution / active EE | $2,784 | $3,085-9.8% | $2,915-4.5% | $4,663-40.3% |
| Participant deferral / active EE | $6,906 | $4,648+48.6% | $4,323+59.8% | $6,691+3.2% |
| Admin fee / account holder | $19,500 | $8,424+131.5% | $7,391+163.9% | $13,402+45.5% |