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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 | $127,287 | $160,028-20.5% | $147,080-13.5% | $145,884-12.7% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 13.00% | 98.60%-85.6pp | 420.17%-407.2pp | 551.85%-538.8pp |
| Employer contribution / active EE | $5,000 | $5,286-5.4% | $4,933+1.4% | $4,662+7.2% |
| Participant deferral / active EE | $6,119 | $8,422-27.3% | $8,066-24.1% | $6,690-8.5% |
| Admin fee / account holder | $691 | $15,030-95.4% | $12,989-94.7% | $13,392-94.8% |