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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 | $100,758 | $159,978-37.0% | $147,041-31.5% | $145,978-31.0% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 18.55% | 98.36%-79.8pp | 419.21%-400.7pp | 550.52%-532.0pp |
| Employer contribution / active EE | $3,506 | $5,288-33.7% | $4,935-29.0% | $4,662-24.8% |
| Participant deferral / active EE | $15,732 | $8,429+86.6% | $8,071+94.9% | $6,690+135.2% |
| Admin fee / account holder | $9,785 | $15,053-35.0% | $13,006-24.8% | $13,400-27.0% |