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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 | $48,962 | $202,342-75.8% | $172,753-71.7% | $152,909-68.0% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 19.62% | 1029.88%-1010.3pp | 803.00%-783.4pp | 345.46%-325.8pp |
| Employer contribution / active EE | $2,638 | $5,857-55.0% | $5,144-48.7% | $4,764-44.6% |
| Participant deferral / active EE | $9,150 | $5,948+53.8% | $5,198+76.0% | $5,851+56.4% |
| Admin fee / account holder | $28,661 | $17,112+67.5% | $13,956+105.4% | $11,601+147.1% |