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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 | $91,459 | $160,028-42.8% | $147,080-37.8% | $145,884-37.3% |
| Participation rate | 93.8% | 84.0%+9.7pp | 82.2%+11.6pp | 80.3%+13.4pp |
| Annual return | 10.95% | 98.60%-87.6pp | 420.17%-409.2pp | 551.85%-540.9pp |
| Employer contribution / active EE | $4,865 | $5,286-8.0% | $4,933-1.4% | $4,662+4.3% |
| Participant deferral / active EE | $11,896 | $8,422+41.2% | $8,066+47.5% | $6,690+77.8% |
| Admin fee / account holder | $2,695 | $15,030-82.1% | $12,989-79.3% | $13,392-79.9% |