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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 | $127,672 | $159,934-20.2% | $147,005-13.2% | $145,959-12.5% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 11.23% | 98.24%-87.0pp | 418.76%-407.5pp | 561.95%-550.7pp |
| Employer contribution / active EE | $7,180 | $5,287+35.8% | $4,934+45.5% | $4,661+54.1% |
| Participant deferral / active EE | $12,898 | $8,427+53.0% | $8,070+59.8% | $6,689+92.8% |
| Admin fee / account holder | $27,330 | $15,053+81.6% | $13,006+110.1% | $13,398+104.0% |