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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 | $136,413 | $159,934-14.7% | $147,005-7.2% | $145,959-6.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.38% | 98.24%-82.9pp | 418.76%-403.4pp | 561.95%-546.6pp |
| Employer contribution / active EE | $5,543 | $5,287+4.8% | $4,934+12.3% | $4,661+18.9% |
| Participant deferral / active EE | $7,667 | $8,427-9.0% | $8,070-5.0% | $6,689+14.6% |
| Admin fee / account holder | $17,411 | $15,053+15.7% | $13,006+33.9% | $13,398+30.0% |