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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 | $45,102 | $160,070-71.8% | $147,117-69.3% | $145,897-69.1% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.4pp | 80.3%+4.3pp |
| Annual return | 13.30% | 98.69%-85.4pp | 420.54%-407.2pp | 552.29%-539.0pp |
| Employer contribution / active EE | $3,527 | $5,285-33.3% | $4,932-28.5% | $4,663-24.4% |
| Participant deferral / active EE | $7,618 | $8,419-9.5% | $8,065-5.5% | $6,689+13.9% |
| Admin fee / account holder | $17,789 | $15,035+18.3% | $12,993+36.9% | $13,390+32.8% |