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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 | $67,170 | $171,867-60.9% | $149,718-55.1% | $147,585-54.5% |
| Participation rate | 90.5% | 88.2%+2.3pp | 87.1%+3.4pp | 82.8%+7.6pp |
| Annual return | 10.37% | 2113.36%-2103.0pp | 1501.70%-1491.3pp | 578.57%-568.2pp |
| Employer contribution / active EE | $2,294 | $6,275-63.4% | $5,444-57.9% | $4,876-53.0% |
| Participant deferral / active EE | $8,588 | $7,270+18.1% | $6,568+30.8% | $5,439+57.9% |
| Admin fee / account holder | $16,916 | $13,799+22.6% | $11,283+49.9% | $10,885+55.4% |