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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 | $56,162 | $157,276-64.3% | $141,177-60.2% | $152,885-63.3% |
| Participation rate | 94.1% | 84.8%+9.3pp | 82.5%+11.6pp | 82.5%+11.7pp |
| Annual return | 24.57% | 64.33%-39.8pp | 71.40%-46.8pp | 345.39%-320.8pp |
| Employer contribution / active EE | $12,704 | $5,262+141.4% | $4,736+168.3% | $4,763+166.7% |
| Participant deferral / active EE | $6,862 | $7,110-3.5% | $6,710+2.3% | $5,851+17.3% |
| Admin fee / account holder | $509 | $12,123-95.8% | $10,263-95.0% | $11,598-95.6% |