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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 | $88,437 | $104,544-15.4% | $76,657+15.4% | $152,897-42.2% |
| Participation rate | 82.4% | 76.6%+5.7pp | 72.1%+10.3pp | 82.5%-0.1pp |
| Annual return | 10.66% | 1014.36%-1003.7pp | 1166.74%-1156.1pp | 345.43%-334.8pp |
| Employer contribution / active EE | $3,429 | $3,118+10.0% | $2,303+48.9% | $4,764-28.0% |
| Participant deferral / active EE | $4,043 | $4,236-4.5% | $3,335+21.2% | $5,851-30.9% |
| Admin fee / account holder | $8,770 | $12,286-28.6% | $6,423+36.5% | $11,599-24.4% |