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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 | $72,353 | $173,526-58.3% | $136,072-46.8% | $145,884-50.4% |
| Participation rate | 90.0% | 80.4%+9.6pp | 76.4%+13.6pp | 80.3%+9.7pp |
| Annual return | 14.70% | 1167.12%-1152.4pp | 580.46%-565.8pp | 551.85%-537.2pp |
| Employer contribution / active EE | $3,345 | $5,285-36.7% | $4,216-20.7% | $4,662-28.3% |
| Participant deferral / active EE | $6,585 | $8,711-24.4% | $7,028-6.3% | $6,690-1.6% |
| Admin fee / account holder | $485 | $9,665-95.0% | $6,718-92.8% | $13,392-96.4% |