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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 | $70,191 | $102,595-31.6% | $94,057-25.4% | $154,746-54.6% |
| Participation rate | 89.5% | 76.0%+13.5pp | 73.3%+16.1pp | 80.7%+8.8pp |
| Annual return | 16.11% | 583.42%-567.3pp | 480.62%-464.5pp | 172.34%-156.2pp |
| Employer contribution / active EE | $3,421 | $3,147+8.7% | $2,933+16.7% | $4,379-21.9% |
| Participant deferral / active EE | $8,119 | $5,118+58.6% | $4,709+72.4% | $6,730+20.6% |
| Admin fee / account holder | $1,322 | $7,736-82.9% | $7,244-81.8% | $14,365-90.8% |