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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 | $129,370 | $202,342-36.1% | $172,753-25.1% | $152,909-15.4% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 18.77% | 1029.88%-1011.1pp | 803.00%-784.2pp | 345.46%-326.7pp |
| Employer contribution / active EE | $5,023 | $5,857-14.2% | $5,144-2.3% | $4,764+5.4% |
| Participant deferral / active EE | $4,436 | $5,948-25.4% | $5,198-14.7% | $5,851-24.2% |
| Admin fee / account holder | $700 | $17,112-95.9% | $13,956-95.0% | $11,601-94.0% |