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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 | $97,203 | $171,867-43.4% | $149,716-35.1% | $147,585-34.1% |
| Participation rate | 92.3% | 88.2%+4.1pp | 87.1%+5.2pp | 82.8%+9.5pp |
| Annual return | 10.89% | 2113.36%-2102.5pp | 1501.67%-1490.8pp | 578.58%-567.7pp |
| Employer contribution / active EE | $2,970 | $6,275-52.7% | $5,444-45.4% | $4,876-39.1% |
| Participant deferral / active EE | $3,942 | $7,270-45.8% | $6,568-40.0% | $5,439-27.5% |
| Admin fee / account holder | $4,654 | $13,799-66.3% | $11,282-58.7% | $10,886-57.2% |