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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 | $68,508 | $87,733-21.9% | $106,555-35.7% | $85,847-20.2% |
| Participation rate | 86.7% | 71.9%+14.7pp | 76.1%+10.5pp | 69.3%+17.3pp |
| Annual return | 101.87% | 21.86%+80.0pp | 26.80%+75.1pp | 318.61%-216.7pp |
| Employer contribution / active EE | $5,324 | $2,073+156.8% | $2,819+88.8% | $2,565+107.5% |
| Participant deferral / active EE | $15,971 | $3,469+360.4% | $4,399+263.1% | $3,952+304.1% |
| Admin fee / account holder | $10,816 | $6,767+59.8% | $7,408+46.0% | $6,261+72.8% |