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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 | $33,853 | $125,237-73.0% | $105,608-67.9% | $145,877-76.8% |
| Participation rate | 93.3% | 77.7%+15.7pp | 75.3%+18.0pp | 80.3%+13.0pp |
| Annual return | 30.49% | 225.76%-195.3pp | 116.50%-86.0pp | 551.28%-520.8pp |
| Employer contribution / active EE | $8,343 | $3,720+124.2% | $3,167+163.4% | $4,663+78.9% |
| Participant deferral / active EE | $7,088 | $5,711+24.1% | $5,010+41.5% | $6,691+5.9% |
| Admin fee / account holder | $752 | $17,287-95.7% | $11,028-93.2% | $13,402-94.4% |