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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 | $28,853 | $162,136-82.2% | $152,301-81.1% | $154,746-81.4% |
| Participation rate | 94.1% | 84.1%+10.0pp | 82.4%+11.7pp | 80.7%+13.4pp |
| Annual return | 39.84% | 91.02%-51.2pp | 80.50%-40.7pp | 172.34%-132.5pp |
| Employer contribution / active EE | $5,151 | $4,890+5.3% | $4,624+11.4% | $4,379+17.6% |
| Participant deferral / active EE | $11,421 | $8,341+36.9% | $8,004+42.7% | $6,730+69.7% |
| Admin fee / account holder | $18,696 | $15,759+18.6% | $14,398+29.9% | $14,365+30.1% |