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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 | $129,797 | $97,759+32.8% | $83,849+54.8% | $135,377-4.1% |
| Participation rate | 95.0% | 79.9%+15.1pp | 76.1%+18.9pp | 82.6%+12.4pp |
| Annual return | 10.96% | 1287.41%-1276.4pp | 850.91%-839.9pp | 519.75%-508.8pp |
| Employer contribution / active EE | $7,752 | $4,222+83.6% | $3,631+113.5% | $4,779+62.2% |
| Participant deferral / active EE | $6,788 | $4,682+45.0% | $4,082+66.3% | $5,609+21.0% |
| Admin fee / account holder | $14,908 | $6,674+123.4% | $5,478+172.1% | $10,828+37.7% |