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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 | $97,428 | $100,895-3.4% | $90,430+7.7% | $158,950-38.7% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 14.51% | 1725.54%-1711.0pp | 1293.73%-1279.2pp | 302.91%-288.4pp |
| Employer contribution / active EE | $2,102 | $3,689-43.0% | $3,262-35.5% | $4,762-55.9% |
| Participant deferral / active EE | $3,477 | $4,347-20.0% | $3,963-12.3% | $5,983-41.9% |
| Admin fee / account holder | $1,235 | $6,505-81.0% | $5,613-78.0% | $11,248-89.0% |