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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 | $51,613 | $160,040-67.7% | $147,096-64.9% | $145,877-64.6% |
| Participation rate | 92.9% | 84.0%+8.8pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 13.83% | 98.49%-84.7pp | 419.75%-405.9pp | 551.28%-537.5pp |
| Employer contribution / active EE | $9,757 | $5,289+84.5% | $4,936+97.7% | $4,663+109.2% |
| Participant deferral / active EE | $6,001 | $8,429-28.8% | $8,071-25.6% | $6,691-10.3% |
| Admin fee / account holder | $136,193 | $15,050+804.9% | $13,005+947.2% | $13,402+916.2% |