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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 | $160,040-73.8% | $147,096-71.5% | $145,877-71.2% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+11.9pp | 80.3%+13.8pp |
| Annual return | 18.43% | 98.49%-80.1pp | 419.75%-401.3pp | 551.28%-532.9pp |
| Employer contribution / active EE | $5,355 | $5,289+1.2% | $4,936+8.5% | $4,663+14.8% |
| Participant deferral / active EE | $7,231 | $8,429-14.2% | $8,071-10.4% | $6,691+8.1% |
| Admin fee / account holder | $1,339 | $15,050-91.1% | $13,005-89.7% | $13,402-90.0% |