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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 | $48,364 | $160,028-69.8% | $147,080-67.1% | $145,884-66.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.46% | 98.60%-85.1pp | 420.17%-406.7pp | 551.85%-538.4pp |
| Employer contribution / active EE | $2,366 | $5,286-55.2% | $4,933-52.0% | $4,662-49.3% |
| Participant deferral / active EE | $8,681 | $8,422+3.1% | $8,066+7.6% | $6,690+29.8% |
| Admin fee / account holder | $2,609 | $15,030-82.6% | $12,989-79.9% | $13,392-80.5% |