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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 | $44,282 | $202,342-78.1% | $172,753-74.4% | $152,909-71.0% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 23.15% | 1029.88%-1006.7pp | 803.00%-779.9pp | 345.46%-322.3pp |
| Employer contribution / active EE | $7,779 | $5,857+32.8% | $5,144+51.2% | $4,764+63.3% |
| Participant deferral / active EE | $5,601 | $5,948-5.8% | $5,198+7.8% | $5,851-4.3% |
| Admin fee / account holder | $642 | $17,112-96.2% | $13,956-95.4% | $11,601-94.5% |