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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 | $46,441 | $159,978-71.0% | $147,041-68.4% | $145,978-68.2% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.2%+8.3pp | 80.3%+10.2pp |
| Annual return | 23.62% | 98.36%-74.7pp | 419.21%-395.6pp | 550.52%-526.9pp |
| Employer contribution / active EE | $6,145 | $5,288+16.2% | $4,935+24.5% | $4,662+31.8% |
| Participant deferral / active EE | $12,850 | $8,429+52.5% | $8,071+59.2% | $6,690+92.1% |
| Admin fee / account holder | $14,063 | $15,053-6.6% | $13,006+8.1% | $13,400+4.9% |