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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 | $127,901 | $160,070-20.1% | $147,117-13.1% | $145,897-12.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 12.17% | 98.69%-86.5pp | 420.54%-408.4pp | 552.29%-540.1pp |
| Employer contribution / active EE | $2,986 | $5,285-43.5% | $4,932-39.5% | $4,663-36.0% |
| Participant deferral / active EE | $8,254 | $8,419-2.0% | $8,065+2.3% | $6,689+23.4% |
| Admin fee / account holder | $24,630 | $15,035+63.8% | $12,993+89.6% | $13,390+83.9% |