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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 | $102,925 | $144,130-28.6% | $117,861-12.7% | $147,586-30.3% |
| Participation rate | 95.7% | 83.4%+12.2pp | 79.7%+16.0pp | 82.8%+12.8pp |
| Annual return | 17.30% | 531.20%-513.9pp | 335.11%-317.8pp | 578.59%-561.3pp |
| Employer contribution / active EE | $1,954 | $4,897-60.1% | $3,786-48.4% | $4,876-59.9% |
| Participant deferral / active EE | $5,678 | $5,316+6.8% | $4,482+26.7% | $5,439+4.4% |
| Admin fee / account holder | $522 | $10,887-95.2% | $8,021-93.5% | $10,886-95.2% |