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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 | $126,664 | $160,040-20.9% | $147,096-13.9% | $145,877-13.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.82% | 98.49%-83.7pp | 419.75%-404.9pp | 551.28%-536.5pp |
| Employer contribution / active EE | $3,101 | $5,289-41.4% | $4,936-37.2% | $4,663-33.5% |
| Participant deferral / active EE | $13,826 | $8,429+64.0% | $8,071+71.3% | $6,691+106.6% |
| Admin fee / account holder | $13,074 | $15,050-13.1% | $13,005+0.5% | $13,402-2.4% |