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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 | $61,107 | $183,592-66.7% | $155,574-60.7% | $145,877-58.1% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 12.41% | 61.37%-49.0pp | 64.87%-52.5pp | 551.28%-538.9pp |
| Employer contribution / active EE | $14,305 | $5,317+169.0% | $4,676+205.9% | $4,663+206.8% |
| Participant deferral / active EE | $12,554 | $6,466+94.1% | $5,629+123.0% | $6,691+87.6% |
| Admin fee / account holder | $124,941 | $19,316+546.8% | $15,914+685.1% | $13,402+832.2% |