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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 | $117,058 | $183,539-36.2% | $155,556-24.7% | $145,897-19.8% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 16.60% | 61.31%-44.7pp | 64.84%-48.2pp | 552.29%-535.7pp |
| Employer contribution / active EE | $12,546 | $5,315+136.0% | $4,675+168.3% | $4,663+169.1% |
| Participant deferral / active EE | $12,305 | $6,467+90.3% | $5,631+118.5% | $6,689+84.0% |
| Admin fee / account holder | $66,972 | $19,275+247.5% | $15,885+321.6% | $13,390+400.2% |