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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 | $92,790 | $96,419-3.8% | $80,648+15.1% | $139,487-33.5% |
| Participation rate | 88.9% | 73.6%+15.2pp | 67.0%+21.9pp | 80.3%+8.6pp |
| Annual return | 13.01% | 1352.86%-1339.9pp | 937.21%-924.2pp | 373.84%-360.8pp |
| Employer contribution / active EE | $17,244 | $3,261+428.7% | $2,724+533.1% | $4,755+262.7% |
| Participant deferral / active EE | $10,261 | $5,225+96.4% | $4,443+130.9% | $6,713+52.9% |
| Admin fee / account holder | $3,476 | $6,605-47.4% | $5,382-35.4% | $11,407-69.5% |