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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 | $34,775 | $202,440-82.8% | $169,390-79.5% | $139,466-75.1% |
| Participation rate | 81.3% | 81.1%+0.1pp | 77.2%+4.1pp | 80.3%+0.9pp |
| Annual return | 54.99% | 532.36%-477.4pp | 406.07%-351.1pp | 373.66%-318.7pp |
| Employer contribution / active EE | $12,114 | $4,693+158.1% | $4,013+201.9% | $4,754+154.8% |
| Participant deferral / active EE | $3,586 | $6,940-48.3% | $6,222-42.4% | $6,712-46.6% |
| Admin fee / account holder | $379 | $10,722-96.5% | $9,015-95.8% | $11,409-96.7% |