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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 | $71,049 | $202,342-64.9% | $172,752-58.9% | $152,897-53.5% |
| Participation rate | 84.6% | 87.1%-2.4pp | 82.6%+2.0pp | 82.5%+2.2pp |
| Annual return | 26.33% | 1029.83%-1003.5pp | 802.97%-776.6pp | 345.43%-319.1pp |
| Employer contribution / active EE | $2,126 | $5,858-63.7% | $5,144-58.7% | $4,764-55.4% |
| Participant deferral / active EE | $3,867 | $5,948-35.0% | $5,198-25.6% | $5,851-33.9% |
| Admin fee / account holder | $308 | $17,111-98.2% | $13,955-97.8% | $11,599-97.3% |