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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 | $72,266 | $90,397-20.1% | $76,002-4.9% | $145,959-50.5% |
| Participation rate | 90.9% | 74.5%+16.4pp | 69.1%+21.8pp | 80.3%+10.6pp |
| Annual return | 9.55% | 621.97%-612.4pp | 360.07%-350.5pp | 561.95%-552.4pp |
| Employer contribution / active EE | $3,753 | $3,317+13.1% | $2,688+39.6% | $4,661-19.5% |
| Participant deferral / active EE | $7,091 | $5,163+37.3% | $4,257+66.6% | $6,689+6.0% |
| Admin fee / account holder | $710 | $8,369-91.5% | $6,414-88.9% | $13,398-94.7% |