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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 | $101,556 | $159,934-36.5% | $147,005-30.9% | $145,959-30.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.85% | 98.24%-84.4pp | 418.76%-404.9pp | 561.95%-548.1pp |
| Employer contribution / active EE | $5,669 | $5,287+7.2% | $4,934+14.9% | $4,661+21.6% |
| Participant deferral / active EE | $5,463 | $8,427-35.2% | $8,070-32.3% | $6,689-18.3% |
| Admin fee / account holder | $1,415 | $15,053-90.6% | $13,006-89.1% | $13,398-89.4% |