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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 | $115,930 | $160,070-27.6% | $147,117-21.2% | $145,897-20.5% |
| Participation rate | 85.0% | 84.0%+1.0pp | 82.2%+2.8pp | 80.3%+4.7pp |
| Annual return | 14.37% | 98.69%-84.3pp | 420.54%-406.2pp | 552.29%-537.9pp |
| Employer contribution / active EE | $1,317 | $5,285-75.1% | $4,932-73.3% | $4,663-71.8% |
| Participant deferral / active EE | $10,790 | $8,419+28.2% | $8,065+33.8% | $6,689+61.3% |
| Admin fee / account holder | $21,067 | $15,035+40.1% | $12,993+62.1% | $13,390+57.3% |