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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 | $27,311 | $148,623-81.6% | $135,974-79.9% | $139,466-80.4% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 36.51% | 79.30%-42.8pp | 68.30%-31.8pp | 373.66%-337.2pp |
| Employer contribution / active EE | $5,856 | $5,246+11.6% | $4,859+20.5% | $4,754+23.2% |
| Participant deferral / active EE | $3,047 | $8,103-62.4% | $7,760-60.7% | $6,712-54.6% |
| Admin fee / account holder | $995 | $12,406-92.0% | $10,767-90.8% | $11,409-91.3% |