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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 | $48,616 | $160,040-69.6% | $147,096-66.9% | $145,877-66.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 15.18% | 98.49%-83.3pp | 419.75%-404.6pp | 551.28%-536.1pp |
| Employer contribution / active EE | $13,257 | $5,289+150.6% | $4,936+168.6% | $4,663+184.3% |
| Participant deferral / active EE | $23,439 | $8,429+178.1% | $8,071+190.4% | $6,691+250.3% |
| Admin fee / account holder | $38,095 | $15,050+153.1% | $13,005+192.9% | $13,402+184.2% |