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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 | $107,589 | $160,070-32.8% | $147,117-26.9% | $145,897-26.3% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 10.82% | 98.69%-87.9pp | 420.54%-409.7pp | 552.29%-541.5pp |
| Employer contribution / active EE | $6,297 | $5,285+19.2% | $4,932+27.7% | $4,663+35.1% |
| Participant deferral / active EE | $7,338 | $8,419-12.8% | $8,065-9.0% | $6,689+9.7% |
| Admin fee / account holder | $1,559 | $15,035-89.6% | $12,993-88.0% | $13,390-88.4% |