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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 | $58,189 | $160,028-63.6% | $147,080-60.4% | $145,884-60.1% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 17.56% | 98.60%-81.0pp | 420.17%-402.6pp | 551.85%-534.3pp |
| Employer contribution / active EE | $5,144 | $5,286-2.7% | $4,933+4.3% | $4,662+10.3% |
| Participant deferral / active EE | $7,362 | $8,422-12.6% | $8,066-8.7% | $6,690+10.1% |
| Admin fee / account holder | $8,963 | $15,030-40.4% | $12,989-31.0% | $13,392-33.1% |