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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 | $116,922 | $175,259-33.3% | $149,723-21.9% | $139,487-16.2% |
| Participation rate | 92.9% | 83.4%+9.5pp | 78.8%+14.1pp | 80.3%+12.5pp |
| Annual return | 29.81% | 166.82%-137.0pp | 134.50%-104.7pp | 373.84%-344.0pp |
| Employer contribution / active EE | $17,987 | $5,478+228.3% | $4,821+273.1% | $4,755+278.3% |
| Participant deferral / active EE | $7,898 | $6,522+21.1% | $5,682+39.0% | $6,713+17.7% |
| Admin fee / account holder | $4,723 | $16,158-70.8% | $13,215-64.3% | $11,407-58.6% |