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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 | $60,838 | $160,040-62.0% | $147,096-58.6% | $145,877-58.3% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 13.82% | 98.49%-84.7pp | 419.75%-405.9pp | 551.28%-537.5pp |
| Employer contribution / active EE | $3,925 | $5,289-25.8% | $4,936-20.5% | $4,663-15.8% |
| Participant deferral / active EE | $13,189 | $8,429+56.5% | $8,071+63.4% | $6,691+97.1% |
| Admin fee / account holder | $26,224 | $15,050+74.2% | $13,005+101.6% | $13,402+95.7% |