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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 | $45,055 | $160,028-71.8% | $147,080-69.4% | $145,884-69.1% |
| Participation rate | 92.9% | 84.0%+8.8pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 9.67% | 98.60%-88.9pp | 420.17%-410.5pp | 551.85%-542.2pp |
| Employer contribution / active EE | $4,221 | $5,286-20.1% | $4,933-14.4% | $4,662-9.5% |
| Participant deferral / active EE | $3,840 | $8,422-54.4% | $8,066-52.4% | $6,690-42.6% |
| Admin fee / account holder | $39,081 | $15,030+160.0% | $12,989+200.9% | $13,392+191.8% |