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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 | $57,921 | $202,342-71.4% | $172,752-66.5% | $152,897-62.1% |
| Participation rate | 92.9% | 87.1%+5.8pp | 82.6%+10.2pp | 82.5%+10.4pp |
| Annual return | 21.81% | 1029.83%-1008.0pp | 802.97%-781.2pp | 345.43%-323.6pp |
| Employer contribution / active EE | $2,568 | $5,858-56.2% | $5,144-50.1% | $4,764-46.1% |
| Participant deferral / active EE | $4,915 | $5,948-17.4% | $5,198-5.4% | $5,851-16.0% |
| Admin fee / account holder | $741 | $17,111-95.7% | $13,955-94.7% | $11,599-93.6% |