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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 | $129,829 | $160,040-18.9% | $147,096-11.7% | $145,877-11.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.62% | 98.49%-87.9pp | 419.75%-409.1pp | 551.28%-540.7pp |
| Employer contribution / active EE | $5,105 | $5,289-3.5% | $4,936+3.4% | $4,663+9.5% |
| Participant deferral / active EE | $10,019 | $8,429+18.9% | $8,071+24.1% | $6,691+49.7% |
| Admin fee / account holder | $4,739 | $15,050-68.5% | $13,005-63.6% | $13,402-64.6% |