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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 | $30,073 | $183,592-83.6% | $155,574-80.7% | $145,877-79.4% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 14.56% | 61.37%-46.8pp | 64.87%-50.3pp | 551.28%-536.7pp |
| Employer contribution / active EE | $11,667 | $5,317+119.4% | $4,676+149.5% | $4,663+150.2% |
| Participant deferral / active EE | $1,904 | $6,466-70.6% | $5,629-66.2% | $6,691-71.5% |
| Admin fee / account holder | $357 | $19,316-98.2% | $15,914-97.8% | $13,402-97.3% |