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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 | $114,829 | $180,749-36.5% | $160,784-28.6% | $137,256-16.3% |
| Participation rate | 83.3% | 80.0%+3.4pp | 77.0%+6.4pp | 80.0%+3.4pp |
| Annual return | 22.05% | 2234.46%-2212.4pp | 1803.92%-1781.9pp | 220.34%-198.3pp |
| Employer contribution / active EE | $4,583 | $4,155+10.3% | $3,733+22.8% | $4,156+10.3% |
| Participant deferral / active EE | $9,746 | $6,844+42.4% | $6,293+54.9% | $6,407+52.1% |
| Admin fee / account holder | $3,372 | $10,397-67.6% | $9,717-65.3% | $12,270-72.5% |