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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 | $110,606 | $202,342-45.3% | $172,752-36.0% | $152,897-27.7% |
| Participation rate | 84.2% | 87.1%-2.8pp | 82.6%+1.6pp | 82.5%+1.8pp |
| Annual return | 37.98% | 1029.83%-991.8pp | 802.97%-765.0pp | 345.43%-307.4pp |
| Employer contribution / active EE | $2,016 | $5,858-65.6% | $5,144-60.8% | $4,764-57.7% |
| Participant deferral / active EE | $5,684 | $5,948-4.4% | $5,198+9.3% | $5,851-2.9% |
| Admin fee / account holder | $538 | $17,111-96.9% | $13,955-96.1% | $11,599-95.4% |