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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 | $93,162 | $160,040-41.8% | $147,096-36.7% | $145,877-36.1% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 18.15% | 98.49%-80.3pp | 419.75%-401.6pp | 551.28%-533.1pp |
| Employer contribution / active EE | $5,120 | $5,289-3.2% | $4,936+3.7% | $4,663+9.8% |
| Participant deferral / active EE | $8,557 | $8,429+1.5% | $8,071+6.0% | $6,691+27.9% |
| Admin fee / account holder | $15,915 | $15,050+5.7% | $13,005+22.4% | $13,402+18.7% |