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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 | $104,089 | $88,710+17.3% | $81,783+27.3% | $145,959-28.7% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 10.74% | 1027.26%-1016.5pp | 775.05%-764.3pp | 561.95%-551.2pp |
| Employer contribution / active EE | $2,970 | $3,083-3.7% | $2,913+2.0% | $4,661-36.3% |
| Participant deferral / active EE | $11,158 | $4,645+140.2% | $4,320+158.3% | $6,689+66.8% |
| Admin fee / account holder | $1,162 | $8,407-86.2% | $7,380-84.3% | $13,398-91.3% |