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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 | $41,991 | $160,070-73.8% | $147,117-71.5% | $145,897-71.2% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+11.9pp | 80.3%+13.8pp |
| Annual return | 18.43% | 98.69%-80.3pp | 420.54%-402.1pp | 552.29%-533.9pp |
| Employer contribution / active EE | $5,355 | $5,285+1.3% | $4,932+8.6% | $4,663+14.9% |
| Participant deferral / active EE | $7,231 | $8,419-14.1% | $8,065-10.3% | $6,689+8.1% |
| Admin fee / account holder | $1,339 | $15,035-91.1% | $12,993-89.7% | $13,390-90.0% |