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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 | $32,114 | $138,078-76.7% | $125,363-74.4% | $134,509-76.1% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | 21.53% | 750.49%-729.0pp | 572.15%-550.6pp | 418.13%-396.6pp |
| Employer contribution / active EE | $6,144 | $5,245+17.2% | $4,815+27.6% | $4,741+29.6% |
| Participant deferral / active EE | $11,177 | $7,800+43.3% | $7,447+50.1% | $6,400+74.6% |
| Admin fee / account holder | $1,490 | $11,566-87.1% | $10,005-85.1% | $11,427-87.0% |