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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 | $56,773 | $209,422-72.9% | $178,503-68.2% | $158,982-64.3% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.7pp |
| Annual return | 49.12% | 188.81%-139.7pp | 151.12%-102.0pp | 302.99%-253.9pp |
| Employer contribution / active EE | $11,814 | $5,707+107.0% | $5,011+135.8% | $4,763+148.0% |
| Participant deferral / active EE | $5,429 | $5,955-8.8% | $5,202+4.3% | $5,983-9.3% |
| Admin fee / account holder | $612 | $17,079-96.4% | $13,987-95.6% | $11,252-94.6% |