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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 | $110,072 | $160,070-31.2% | $147,117-25.2% | $145,897-24.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 13.92% | 98.69%-84.8pp | 420.54%-406.6pp | 552.29%-538.4pp |
| Employer contribution / active EE | $3,502 | $5,285-33.7% | $4,932-29.0% | $4,663-24.9% |
| Participant deferral / active EE | $12,035 | $8,419+42.9% | $8,065+49.2% | $6,689+79.9% |
| Admin fee / account holder | $2,230 | $15,035-85.2% | $12,993-82.8% | $13,390-83.3% |