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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 | $71,131 | $58,275+22.1% | $81,844-13.1% | $80,935-12.1% |
| Participation rate | 80.0% | 63.5%+16.5pp | 72.4%+7.6pp | 67.7%+12.3pp |
| Annual return | 42.36% | 41.82%+0.5pp | 778.87%-736.5pp | 35.66%+6.7pp |
| Employer contribution / active EE | $4,784 | $2,346+103.9% | $2,916+64.0% | $2,757+73.5% |
| Participant deferral / active EE | $5,743 | $3,285+74.8% | $4,323+32.8% | $4,299+33.6% |
| Admin fee / account holder | $2,228 | $4,749-53.1% | $7,355-69.7% | $6,924-67.8% |