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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 | $39,129 | $183,539-78.7% | $155,556-74.8% | $145,897-73.2% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 19.87% | 61.31%-41.4pp | 64.84%-45.0pp | 552.29%-532.4pp |
| Employer contribution / active EE | $12,019 | $5,315+126.1% | $4,675+157.1% | $4,663+157.8% |
| Participant deferral / active EE | $4,794 | $6,467-25.9% | $5,631-14.9% | $6,689-28.3% |
| Admin fee / account holder | $1,803 | $19,275-90.6% | $15,885-88.7% | $13,390-86.5% |