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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 | $31,334 | $202,342-84.5% | $172,752-81.9% | $152,897-79.5% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 23.32% | 1029.83%-1006.5pp | 802.97%-779.6pp | 345.43%-322.1pp |
| Employer contribution / active EE | $2,652 | $5,858-54.7% | $5,144-48.5% | $4,764-44.3% |
| Participant deferral / active EE | $5,649 | $5,948-5.0% | $5,198+8.7% | $5,851-3.5% |
| Admin fee / account holder | $323 | $17,111-98.1% | $13,955-97.7% | $11,599-97.2% |