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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 | $99,760 | $175,259-43.1% | $149,723-33.4% | $139,487-28.5% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 12.27% | 166.82%-154.6pp | 134.50%-122.2pp | 373.84%-361.6pp |
| Employer contribution / active EE | $6,502 | $5,478+18.7% | $4,821+34.9% | $4,755+36.8% |
| Participant deferral / active EE | $6,387 | $6,522-2.1% | $5,682+12.4% | $6,713-4.9% |
| Admin fee / account holder | $610 | $16,158-96.2% | $13,215-95.4% | $11,407-94.7% |