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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 | $150,627 | $160,028-5.9% | $147,080+2.4% | $145,884+3.3% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.2%+7.3pp | 80.3%+9.2pp |
| Annual return | 19.41% | 98.60%-79.2pp | 420.17%-400.8pp | 551.85%-532.4pp |
| Employer contribution / active EE | $10,147 | $5,286+92.0% | $4,933+105.7% | $4,662+117.6% |
| Participant deferral / active EE | $10,102 | $8,422+19.9% | $8,066+25.2% | $6,690+51.0% |
| Admin fee / account holder | $844 | $15,030-94.4% | $12,989-93.5% | $13,392-93.7% |