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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 | $41,315 | $202,342-79.6% | $172,753-76.1% | $152,909-73.0% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 558.72% | 1029.88%-471.2pp | 803.00%-244.3pp | 345.46%+213.3pp |
| Employer contribution / active EE | $1,575 | $5,857-73.1% | $5,144-69.4% | $4,764-66.9% |
| Participant deferral / active EE | $4,168 | $5,948-29.9% | $5,198-19.8% | $5,851-28.8% |
| Admin fee / account holder | $1,956 | $17,112-88.6% | $13,956-86.0% | $11,601-83.1% |