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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 | $84,897 | $160,070-47.0% | $147,117-42.3% | $145,897-41.8% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 13.63% | 98.69%-85.1pp | 420.54%-406.9pp | 552.29%-538.7pp |
| Employer contribution / active EE | $4,246 | $5,285-19.7% | $4,932-13.9% | $4,663-8.9% |
| Participant deferral / active EE | $11,647 | $8,419+38.3% | $8,065+44.4% | $6,689+74.1% |
| Admin fee / account holder | $9,057 | $15,035-39.8% | $12,993-30.3% | $13,390-32.4% |