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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 | $44,065 | $183,592-76.0% | $155,567-71.7% | $145,959-69.8% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 18.83% | 61.24%-42.4pp | 64.74%-45.9pp | 561.95%-543.1pp |
| Employer contribution / active EE | $8,086 | $5,315+52.2% | $4,674+73.0% | $4,661+73.5% |
| Participant deferral / active EE | $3,181 | $6,464-50.8% | $5,628-43.5% | $6,689-52.4% |
| Admin fee / account holder | $746 | $19,318-96.1% | $15,916-95.3% | $13,398-94.4% |