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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 | $38,284 | $160,040-76.1% | $147,096-74.0% | $145,877-73.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 13.80% | 98.49%-84.7pp | 419.75%-405.9pp | 551.28%-537.5pp |
| Employer contribution / active EE | $5,772 | $5,289+9.1% | $4,936+16.9% | $4,663+23.8% |
| Participant deferral / active EE | $7,386 | $8,429-12.4% | $8,071-8.5% | $6,691+10.4% |
| Admin fee / account holder | $29,541 | $15,050+96.3% | $13,005+127.1% | $13,402+120.4% |