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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 | $76,947 | $175,231-56.1% | $149,696-48.6% | $139,466-44.8% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 21.58% | 166.77%-145.2pp | 134.46%-112.9pp | 373.66%-352.1pp |
| Employer contribution / active EE | $14,149 | $5,478+158.3% | $4,821+193.5% | $4,754+197.6% |
| Participant deferral / active EE | $6,700 | $6,521+2.7% | $5,682+17.9% | $6,712-0.2% |
| Admin fee / account holder | $992 | $16,155-93.9% | $13,212-92.5% | $11,409-91.3% |