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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 | $58,904 | $156,927-62.5% | $121,169-51.4% | $139,456-57.8% |
| Participation rate | 90.0% | 76.4%+13.6pp | 69.5%+20.5pp | 80.3%+9.7pp |
| Annual return | 17.83% | 1475.85%-1458.0pp | 986.71%-968.9pp | 373.45%-355.6pp |
| Employer contribution / active EE | $6,391 | $5,542+15.3% | $4,168+53.3% | $4,753+34.5% |
| Participant deferral / active EE | $6,391 | $4,848+31.8% | $4,083+56.5% | $6,711-4.8% |
| Admin fee / account holder | $3,258 | $6,946-53.1% | $5,645-42.3% | $11,407-71.4% |