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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 | $124,524 | $160,070-22.2% | $147,117-15.4% | $145,897-14.6% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 9.77% | 98.69%-88.9pp | 420.54%-410.8pp | 552.29%-542.5pp |
| Employer contribution / active EE | $7,590 | $5,285+43.6% | $4,932+53.9% | $4,663+62.8% |
| Participant deferral / active EE | $4,009 | $8,419-52.4% | $8,065-50.3% | $6,689-40.1% |
| Admin fee / account holder | $2,727 | $15,035-81.9% | $12,993-79.0% | $13,390-79.6% |