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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 | $152,600 | $159,934-4.6% | $147,005+3.8% | $145,959+4.5% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 12.02% | 98.24%-86.2pp | 418.76%-406.7pp | 561.95%-549.9pp |
| Employer contribution / active EE | $3,111 | $5,287-41.2% | $4,934-36.9% | $4,661-33.2% |
| Participant deferral / active EE | $13,270 | $8,427+57.5% | $8,070+64.4% | $6,689+98.4% |
| Admin fee / account holder | $43,465 | $15,053+188.7% | $13,006+234.2% | $13,398+224.4% |