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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 | $50,946 | $183,627-72.3% | $155,602-67.3% | $145,978-65.1% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 12.87% | 61.32%-48.4pp | 64.81%-51.9pp | 550.52%-537.6pp |
| Employer contribution / active EE | $9,447 | $5,316+77.7% | $4,675+102.1% | $4,662+102.6% |
| Participant deferral / active EE | $5,295 | $6,466-18.1% | $5,629-5.9% | $6,690-20.8% |
| Admin fee / account holder | $661 | $19,327-96.6% | $15,923-95.8% | $13,400-95.1% |