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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 | $88,702-46.7% | $81,780-42.2% | $145,978-67.6% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 23.21% | 1029.12%-1005.9pp | 776.27%-753.1pp | 550.52%-527.3pp |
| Employer contribution / active EE | $4,961 | $3,084+60.8% | $2,914+70.3% | $4,662+6.4% |
| Participant deferral / active EE | $14,813 | $4,645+218.9% | $4,321+242.9% | $6,690+121.4% |
| Admin fee / account holder | $3,812 | $8,414-54.7% | $7,384-48.4% | $13,400-71.6% |