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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 | $47,286 | $88,754-46.7% | $81,820-42.2% | $145,877-67.6% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 23.21% | 1031.77%-1008.6pp | 777.93%-754.7pp | 551.28%-528.1pp |
| Employer contribution / active EE | $4,961 | $3,085+60.8% | $2,915+70.2% | $4,663+6.4% |
| Participant deferral / active EE | $14,813 | $4,648+218.7% | $4,323+242.7% | $6,691+121.4% |
| Admin fee / account holder | $3,812 | $8,424-54.8% | $7,391-48.4% | $13,402-71.6% |