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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 | $39,917 | $160,028-75.1% | $147,080-72.9% | $145,884-72.6% |
| Participation rate | 95.2% | 84.0%+11.2pp | 82.2%+13.1pp | 80.3%+14.9pp |
| Annual return | 14.44% | 98.60%-84.2pp | 420.17%-405.7pp | 551.85%-537.4pp |
| Employer contribution / active EE | $3,235 | $5,286-38.8% | $4,933-34.4% | $4,662-30.6% |
| Participant deferral / active EE | $5,062 | $8,422-39.9% | $8,066-37.3% | $6,690-24.3% |
| Admin fee / account holder | $5,920 | $15,030-60.6% | $12,989-54.4% | $13,392-55.8% |