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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 | $33,325 | $148,623-77.6% | $135,974-75.5% | $139,466-76.1% |
| Participation rate | 93.8% | 83.9%+9.9pp | 81.9%+11.8pp | 80.3%+13.4pp |
| Annual return | 30.81% | 79.30%-48.5pp | 68.30%-37.5pp | 373.66%-342.8pp |
| Employer contribution / active EE | $6,018 | $5,246+14.7% | $4,859+23.9% | $4,754+26.6% |
| Participant deferral / active EE | $9,206 | $8,103+13.6% | $7,760+18.6% | $6,712+37.2% |
| Admin fee / account holder | $15,350 | $12,406+23.7% | $10,767+42.6% | $11,409+34.5% |