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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 | $53,854 | $160,070-66.4% | $147,117-63.4% | $145,897-63.1% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 13.94% | 98.69%-84.7pp | 420.54%-406.6pp | 552.29%-538.3pp |
| Employer contribution / active EE | $1,641 | $5,285-69.0% | $4,932-66.7% | $4,663-64.8% |
| Participant deferral / active EE | $10,405 | $8,419+23.6% | $8,065+29.0% | $6,689+55.5% |
| Admin fee / account holder | $788 | $15,035-94.8% | $12,993-93.9% | $13,390-94.1% |