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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 | $47,013 | $152,619-69.2% | $125,195-62.4% | $152,909-69.3% |
| Participation rate | 90.9% | 83.3%+7.6pp | 79.8%+11.1pp | 82.5%+8.5pp |
| Annual return | 20.38% | 54.85%-34.5pp | 43.79%-23.4pp | 345.46%-325.1pp |
| Employer contribution / active EE | $9,144 | $4,947+84.8% | $3,866+136.5% | $4,764+92.0% |
| Participant deferral / active EE | $6,625 | $5,869+12.9% | $4,937+34.2% | $5,851+13.2% |
| Admin fee / account holder | $311 | $13,437-97.7% | $9,704-96.8% | $11,601-97.3% |