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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 | $55,381 | $176,077-68.5% | $159,455-65.3% | $167,518-66.9% |
| Participation rate | 88.9% | 84.9%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 14.45% | 331.83%-317.4pp | 263.63%-249.2pp | 478.71%-464.3pp |
| Employer contribution / active EE | $14,255 | $5,298+169.1% | $4,830+195.1% | $4,838+194.6% |
| Participant deferral / active EE | $11,013 | $7,751+42.1% | $7,353+49.8% | $6,342+73.6% |
| Admin fee / account holder | $892 | $12,556-92.9% | $10,800-91.7% | $12,312-92.8% |