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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 | $76,501 | $169,336-54.8% | $129,384-40.9% | $145,884-47.6% |
| Participation rate | 92.9% | 76.5%+16.4pp | 69.6%+23.2pp | 80.3%+12.6pp |
| Annual return | 20.18% | 14408.70%-14388.5pp | 9461.77%-9441.6pp | 551.85%-531.7pp |
| Employer contribution / active EE | $3,542 | $5,540-36.1% | $4,153-14.7% | $4,662-24.0% |
| Participant deferral / active EE | $14,649 | $4,985+193.9% | $4,166+251.6% | $6,690+119.0% |
| Admin fee / account holder | $903 | $9,912-90.9% | $7,686-88.2% | $13,392-93.3% |