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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 | $88,861 | $185,883-52.2% | $170,043-47.7% | $139,466-36.3% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 20.04% | 60.54%-40.5pp | 53.40%-33.4pp | 373.66%-353.6pp |
| Employer contribution / active EE | $18,439 | $7,596+142.7% | $6,790+171.6% | $4,754+287.9% |
| Participant deferral / active EE | $14,612 | $11,626+25.7% | $10,410+40.4% | $6,712+117.7% |
| Admin fee / account holder | $44,416 | $15,393+188.5% | $12,824+246.3% | $11,409+289.3% |