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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 | $50,382 | $160,040-68.5% | $147,096-65.7% | $145,877-65.5% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 11.55% | 98.49%-86.9pp | 419.75%-408.2pp | 551.28%-539.7pp |
| Employer contribution / active EE | $3,975 | $5,289-24.8% | $4,936-19.5% | $4,663-14.8% |
| Participant deferral / active EE | $5,041 | $8,429-40.2% | $8,071-37.5% | $6,691-24.7% |
| Admin fee / account holder | $8,734 | $15,050-42.0% | $13,005-32.8% | $13,402-34.8% |