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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 | $118,973 | $159,934-25.6% | $147,005-19.1% | $145,959-18.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.76% | 98.24%-85.5pp | 418.76%-406.0pp | 561.95%-549.2pp |
| Employer contribution / active EE | $5,613 | $5,287+6.2% | $4,934+13.7% | $4,661+20.4% |
| Participant deferral / active EE | $13,078 | $8,427+55.2% | $8,070+62.1% | $6,689+95.5% |
| Admin fee / account holder | $732 | $15,053-95.1% | $13,006-94.4% | $13,398-94.5% |