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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 | $102,641 | $202,342-49.3% | $172,752-40.6% | $152,897-32.9% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 104.08% | 1029.83%-925.7pp | 802.97%-698.9pp | 345.43%-241.4pp |
| Employer contribution / active EE | $4,236 | $5,858-27.7% | $5,144-17.7% | $4,764-11.1% |
| Participant deferral / active EE | $6,828 | $5,948+14.8% | $5,198+31.4% | $5,851+16.7% |
| Admin fee / account holder | $776 | $17,111-95.5% | $13,955-94.4% | $11,599-93.3% |