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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 | $35,491 | $159,978-77.8% | $147,041-75.9% | $145,978-75.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.93% | 98.36%-86.4pp | 419.21%-407.3pp | 550.52%-538.6pp |
| Employer contribution / active EE | $2,802 | $5,288-47.0% | $4,935-43.2% | $4,662-39.9% |
| Participant deferral / active EE | $4,290 | $8,429-49.1% | $8,071-46.8% | $6,690-35.9% |
| Admin fee / account holder | $1,501 | $15,053-90.0% | $13,006-88.5% | $13,400-88.8% |