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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 | $40,044 | $160,028-75.0% | $147,080-72.8% | $145,884-72.6% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.0pp |
| Annual return | 11.39% | 98.60%-87.2pp | 420.17%-408.8pp | 551.85%-540.5pp |
| Employer contribution / active EE | $6,768 | $5,286+28.0% | $4,933+37.2% | $4,662+45.2% |
| Participant deferral / active EE | $14,367 | $8,422+70.6% | $8,066+78.1% | $6,690+114.8% |
| Admin fee / account holder | $18,565 | $15,030+23.5% | $12,989+42.9% | $13,392+38.6% |