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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 | $79,240 | $159,934-50.5% | $147,005-46.1% | $145,959-45.7% |
| Participation rate | 95.7% | 84.0%+11.7pp | 82.2%+13.5pp | 80.3%+15.4pp |
| Annual return | 13.97% | 98.24%-84.3pp | 418.76%-404.8pp | 561.95%-548.0pp |
| Employer contribution / active EE | $4,820 | $5,287-8.8% | $4,934-2.3% | $4,661+3.4% |
| Participant deferral / active EE | $9,152 | $8,427+8.6% | $8,070+13.4% | $6,689+36.8% |
| Admin fee / account holder | $1,244 | $15,053-91.7% | $13,006-90.4% | $13,398-90.7% |