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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 | $20,267 | $159,978-87.3% | $147,041-86.2% | $145,978-86.1% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 22.36% | 98.36%-76.0pp | 419.21%-396.9pp | 550.52%-528.2pp |
| Employer contribution / active EE | $5,811 | $5,288+9.9% | $4,935+17.8% | $4,662+24.7% |
| Participant deferral / active EE | $14,261 | $8,429+69.2% | $8,071+76.7% | $6,690+113.2% |
| Admin fee / account holder | $4,653 | $15,053-69.1% | $13,006-64.2% | $13,400-65.3% |