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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 | $67,508 | $160,040-57.8% | $147,096-54.1% | $145,877-53.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.49% | 98.49%-88.0pp | 419.75%-409.3pp | 551.28%-540.8pp |
| Employer contribution / active EE | $2,353 | $5,289-55.5% | $4,936-52.3% | $4,663-49.5% |
| Participant deferral / active EE | $6,692 | $8,429-20.6% | $8,071-17.1% | $6,6910% |
| Admin fee / account holder | $15,334 | $15,050+1.9% | $13,005+17.9% | $13,402+14.4% |