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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 | $37,883 | $70,366-46.2% | $66,674-43.2% | $138,895-72.7% |
| Participation rate | 92.9% | 76.2%+16.7pp | 73.7%+19.2pp | 79.9%+12.9pp |
| Annual return | 33.38% | 386.41%-353.0pp | 321.24%-287.9pp | 145.39%-112.0pp |
| Employer contribution / active EE | $3,084 | $2,765+11.5% | $2,620+17.7% | $4,194-26.5% |
| Participant deferral / active EE | $5,973 | $4,374+36.5% | $4,084+46.2% | $6,396-6.6% |
| Admin fee / account holder | $32,995 | $5,262+527.0% | $5,098+547.2% | $12,562+162.7% |