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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 | $24,216 | $160,070-84.9% | $147,117-83.5% | $145,897-83.4% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.1pp | 80.3%+13.0pp |
| Annual return | 10.26% | 98.69%-88.4pp | 420.54%-410.3pp | 552.29%-542.0pp |
| Employer contribution / active EE | $2,778 | $5,285-47.4% | $4,932-43.7% | $4,663-40.4% |
| Participant deferral / active EE | $4,251 | $8,419-49.5% | $8,065-47.3% | $6,689-36.4% |
| Admin fee / account holder | $499 | $15,035-96.7% | $12,993-96.2% | $13,390-96.3% |