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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 | $28,420 | $217,427-86.9% | $185,837-84.7% | $167,518-83.0% |
| Participation rate | 91.7% | 86.0%+5.6pp | 81.7%+10.0pp | 82.1%+9.6pp |
| Annual return | 14.26% | 148.39%-134.1pp | 122.08%-107.8pp | 478.71%-464.4pp |
| Employer contribution / active EE | $4,815 | $5,874-18.0% | $5,168-6.8% | $4,838-0.5% |
| Participant deferral / active EE | $12,669 | $6,357+99.3% | $5,568+127.5% | $6,342+99.8% |
| Admin fee / account holder | $1,262 | $19,816-93.6% | $16,241-92.2% | $12,312-89.7% |