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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 | $46,280 | $202,342-77.1% | $172,753-73.2% | $152,909-69.7% |
| Participation rate | 86.7% | 87.1%-0.4pp | 82.6%+4.0pp | 82.5%+4.2pp |
| Annual return | 13.87% | 1029.88%-1016.0pp | 803.00%-789.1pp | 345.46%-331.6pp |
| Employer contribution / active EE | $1,371 | $5,857-76.6% | $5,144-73.3% | $4,764-71.2% |
| Participant deferral / active EE | $7,469 | $5,948+25.6% | $5,198+43.7% | $5,851+27.6% |
| Admin fee / account holder | $40,753 | $17,112+138.2% | $13,956+192.0% | $11,601+251.3% |