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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 | $67,174 | $155,840-56.9% | $124,694-46.1% | $167,553-59.9% |
| Participation rate | 90.9% | 81.1%+9.8pp | 74.6%+16.3pp | 82.1%+8.8pp |
| Annual return | 16.63% | 17.98%-1.3pp | 5144.82%-5128.2pp | 478.89%-462.3pp |
| Employer contribution / active EE | $3,436 | $4,165-17.5% | $3,325+3.3% | $4,840-29.0% |
| Participant deferral / active EE | $11,140 | $5,675+96.3% | $4,615+141.4% | $6,343+75.6% |
| Admin fee / account holder | $561 | $9,536-94.1% | $7,495-92.5% | $12,316-95.4% |