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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 | $147,686 | $160,040-7.7% | $147,096+0.4% | $145,877+1.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.14% | 98.49%-88.4pp | 419.75%-409.6pp | 551.28%-541.1pp |
| Employer contribution / active EE | $3,294 | $5,289-37.7% | $4,936-33.3% | $4,663-29.4% |
| Participant deferral / active EE | $6,741 | $8,429-20.0% | $8,071-16.5% | $6,691+0.7% |
| Admin fee / account holder | $9,351 | $15,050-37.9% | $13,005-28.1% | $13,402-30.2% |