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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 | $73,866 | $198,462-62.8% | $170,439-56.7% | $147,585-50.0% |
| Participation rate | 94.7% | 88.0%+6.8pp | 83.6%+11.1pp | 82.8%+11.9pp |
| Annual return | 9.73% | 257.30%-247.6pp | 205.94%-196.2pp | 578.58%-568.9pp |
| Employer contribution / active EE | $9,886 | $6,184+59.9% | $5,433+82.0% | $4,876+102.7% |
| Participant deferral / active EE | $8,492 | $5,629+50.8% | $4,939+71.9% | $5,439+56.1% |
| Admin fee / account holder | $28,060 | $16,852+66.5% | $13,881+102.2% | $10,886+157.8% |