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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 | $128,274 | $100,895+27.1% | $90,430+41.8% | $158,950-19.3% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | 20.69% | 1725.54%-1704.9pp | 1293.73%-1273.0pp | 302.91%-282.2pp |
| Employer contribution / active EE | $13,127 | $3,689+255.9% | $3,262+302.4% | $4,762+175.7% |
| Participant deferral / active EE | $10,904 | $4,347+150.8% | $3,963+175.2% | $5,983+82.3% |
| Admin fee / account holder | $2,967 | $6,505-54.4% | $5,613-47.1% | $11,248-73.6% |