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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 | $134,517 | $159,934-15.9% | $147,005-8.5% | $145,959-7.8% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.0pp |
| Annual return | 18.38% | 98.24%-79.9pp | 418.76%-400.4pp | 561.95%-543.6pp |
| Employer contribution / active EE | $9,440 | $5,287+78.5% | $4,934+91.3% | $4,661+102.5% |
| Participant deferral / active EE | $11,601 | $8,427+37.7% | $8,070+43.8% | $6,689+73.5% |
| Admin fee / account holder | $1,881 | $15,053-87.5% | $13,006-85.5% | $13,398-86.0% |