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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 | $43,539 | $175,231-75.2% | $149,696-70.9% | $139,466-68.8% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 16.33% | 166.77%-150.4pp | 134.46%-118.1pp | 373.66%-357.3pp |
| Employer contribution / active EE | $13,759 | $5,478+151.2% | $4,821+185.4% | $4,754+189.4% |
| Participant deferral / active EE | $6,911 | $6,521+6.0% | $5,682+21.6% | $6,712+3.0% |
| Admin fee / account holder | $554 | $16,155-96.6% | $13,212-95.8% | $11,409-95.1% |