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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 | $147,365 | $160,040-7.9% | $147,096+0.2% | $145,877+1.0% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 10.37% | 98.49%-88.1pp | 419.75%-409.4pp | 551.28%-540.9pp |
| Employer contribution / active EE | $17,272 | $5,289+226.5% | $4,936+249.9% | $4,663+270.4% |
| Participant deferral / active EE | $7,730 | $8,429-8.3% | $8,071-4.2% | $6,691+15.5% |
| Admin fee / account holder | $4,458 | $15,050-70.4% | $13,005-65.7% | $13,402-66.7% |