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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 | $18,226 | $160,070-88.6% | $147,117-87.6% | $145,897-87.5% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 186.19% | 98.69%+87.5pp | 420.54%-234.3pp | 552.29%-366.1pp |
| Employer contribution / active EE | $2,552 | $5,285-51.7% | $4,932-48.3% | $4,663-45.3% |
| Participant deferral / active EE | $5,025 | $8,419-40.3% | $8,065-37.7% | $6,689-24.9% |
| Admin fee / account holder | $561 | $15,035-96.3% | $12,993-95.7% | $13,390-95.8% |