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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 | $37,622 | $171,867-78.1% | $149,721-74.9% | $147,586-74.5% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 11.52% | 2113.36%-2101.8pp | 1501.67%-1490.1pp | 578.59%-567.1pp |
| Employer contribution / active EE | $10,158 | $6,275+61.9% | $5,444+86.6% | $4,876+108.3% |
| Participant deferral / active EE | $8,716 | $7,270+19.9% | $6,568+32.7% | $5,439+60.3% |
| Admin fee / account holder | $904 | $13,799-93.4% | $11,282-92.0% | $10,886-91.7% |