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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 | $129,890 | $160,028-18.8% | $147,080-11.7% | $145,884-11.0% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 10.90% | 98.60%-87.7pp | 420.17%-409.3pp | 551.85%-540.9pp |
| Employer contribution / active EE | $2,473 | $5,286-53.2% | $4,933-49.9% | $4,662-47.0% |
| Participant deferral / active EE | $4,982 | $8,422-40.8% | $8,066-38.2% | $6,690-25.5% |
| Admin fee / account holder | $88,513 | $15,030+488.9% | $12,989+581.5% | $13,392+560.9% |