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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 | $25,908 | $175,257-85.2% | $149,717-82.7% | $139,456-81.4% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 45.41% | 166.70%-121.3pp | 134.41%-89.0pp | 373.45%-328.0pp |
| Employer contribution / active EE | $7,111 | $5,477+29.8% | $4,820+47.5% | $4,753+49.6% |
| Participant deferral / active EE | $11,177 | $6,521+71.4% | $5,682+96.7% | $6,711+66.5% |
| Admin fee / account holder | $9,945 | $16,156-38.4% | $13,213-24.7% | $11,407-12.8% |