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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 | $89,537 | $160,070-44.1% | $147,117-39.1% | $145,897-38.6% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 11.04% | 98.69%-87.6pp | 420.54%-409.5pp | 552.29%-541.2pp |
| Employer contribution / active EE | $3,162 | $5,285-40.2% | $4,932-35.9% | $4,663-32.2% |
| Participant deferral / active EE | $6,446 | $8,419-23.4% | $8,065-20.1% | $6,689-3.6% |
| Admin fee / account holder | $896 | $15,035-94.0% | $12,993-93.1% | $13,390-93.3% |