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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 | $100,487 | $160,040-37.2% | $147,096-31.7% | $145,877-31.1% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 14.47% | 98.49%-84.0pp | 419.75%-405.3pp | 551.28%-536.8pp |
| Employer contribution / active EE | $3,988 | $5,289-24.6% | $4,936-19.2% | $4,663-14.5% |
| Participant deferral / active EE | $10,871 | $8,429+29.0% | $8,071+34.7% | $6,691+62.5% |
| Admin fee / account holder | $13,562 | $15,050-9.9% | $13,005+4.3% | $13,402+1.2% |