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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 | $42,282 | $160,070-73.6% | $147,117-71.3% | $145,897-71.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.45% | 98.69%-85.2pp | 420.54%-407.1pp | 552.29%-538.8pp |
| Employer contribution / active EE | $1,877 | $5,285-64.5% | $4,932-61.9% | $4,663-59.7% |
| Participant deferral / active EE | $4,370 | $8,419-48.1% | $8,065-45.8% | $6,689-34.7% |
| Admin fee / account holder | $969 | $15,035-93.6% | $12,993-92.5% | $13,390-92.8% |