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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 | $106,192 | $160,028-33.6% | $147,080-27.8% | $145,884-27.2% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 9.79% | 98.60%-88.8pp | 420.17%-410.4pp | 551.85%-542.1pp |
| Employer contribution / active EE | $8,570 | $5,286+62.1% | $4,933+73.7% | $4,662+83.8% |
| Participant deferral / active EE | $12,297 | $8,422+46.0% | $8,066+52.4% | $6,690+83.8% |
| Admin fee / account holder | $30,623 | $15,030+103.7% | $12,989+135.8% | $13,392+128.7% |