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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 | $153,907 | $160,070-3.9% | $147,117+4.6% | $145,897+5.5% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 11.47% | 98.69%-87.2pp | 420.54%-409.1pp | 552.29%-540.8pp |
| Employer contribution / active EE | $2,286 | $5,285-56.7% | $4,932-53.7% | $4,663-51.0% |
| Participant deferral / active EE | $14,261 | $8,419+69.4% | $8,065+76.8% | $6,689+113.2% |
| Admin fee / account holder | $1,076 | $15,035-92.8% | $12,993-91.7% | $13,390-92.0% |