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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 | $68,779 | $160,040-57.0% | $147,096-53.2% | $145,877-52.9% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 26.14% | 98.49%-72.4pp | 419.75%-393.6pp | 551.28%-525.1pp |
| Employer contribution / active EE | $17,683 | $5,289+234.3% | $4,936+258.2% | $4,663+279.2% |
| Participant deferral / active EE | $17,030 | $8,429+102.0% | $8,071+111.0% | $6,691+154.5% |
| Admin fee / account holder | $1,165 | $15,050-92.3% | $13,005-91.0% | $13,402-91.3% |