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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 | $28,074 | $175,231-84.0% | $149,696-81.2% | $139,466-79.9% |
| Participation rate | 82.4% | 83.4%-1.0pp | 78.8%+3.6pp | 80.3%+2.0pp |
| Annual return | 60.69% | 166.77%-106.1pp | 134.46%-73.8pp | 373.66%-313.0pp |
| Employer contribution / active EE | $5,267 | $5,478-3.9% | $4,821+9.3% | $4,754+10.8% |
| Participant deferral / active EE | $10,226 | $6,521+56.8% | $5,682+80.0% | $6,712+52.4% |
| Admin fee / account holder | $924 | $16,155-94.3% | $13,212-93.0% | $11,409-91.9% |