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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 | $61,511 | $160,040-61.6% | $147,096-58.2% | $145,877-57.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.44% | 98.49%-82.1pp | 419.75%-403.3pp | 551.28%-534.8pp |
| Employer contribution / active EE | $3,534 | $5,289-33.2% | $4,936-28.4% | $4,663-24.2% |
| Participant deferral / active EE | $6,267 | $8,429-25.6% | $8,071-22.3% | $6,691-6.3% |
| Admin fee / account holder | $8,872 | $15,050-41.1% | $13,005-31.8% | $13,402-33.8% |