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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 | $106,269 | $160,028-33.6% | $147,080-27.7% | $145,884-27.2% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.1pp |
| Annual return | 12.86% | 98.60%-85.7pp | 420.17%-407.3pp | 551.85%-539.0pp |
| Employer contribution / active EE | $3,217 | $5,286-39.1% | $4,933-34.8% | $4,662-31.0% |
| Participant deferral / active EE | $9,697 | $8,422+15.1% | $8,066+20.2% | $6,690+45.0% |
| Admin fee / account holder | $2,668 | $15,030-82.2% | $12,989-79.5% | $13,392-80.1% |