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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 | $24,950 | $166,268-85.0% | $165,100-84.9% | $145,897-82.9% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 16.40% | 100.52%-84.1pp | 70.21%-53.8pp | 552.29%-535.9pp |
| Employer contribution / active EE | $8,784 | $5,284+66.2% | $4,348+102.0% | $4,663+88.4% |
| Participant deferral / active EE | $3,088 | $6,964-55.7% | $6,035-48.8% | $6,689-53.8% |
| Admin fee / account holder | $1,167 | $16,659-93.0% | $12,696-90.8% | $13,390-91.3% |