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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 | $96,473 | $160,070-39.7% | $147,117-34.4% | $145,897-33.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.91% | 98.69%-87.8pp | 420.54%-409.6pp | 552.29%-541.4pp |
| Employer contribution / active EE | $8,000 | $5,285+51.4% | $4,932+62.2% | $4,663+71.6% |
| Participant deferral / active EE | $9,077 | $8,419+7.8% | $8,065+12.5% | $6,689+35.7% |
| Admin fee / account holder | $4,177 | $15,035-72.2% | $12,993-67.9% | $13,390-68.8% |