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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 | $104,763 | $159,978-34.5% | $147,041-28.8% | $145,978-28.2% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.0pp |
| Annual return | 14.41% | 98.36%-84.0pp | 419.21%-404.8pp | 550.52%-536.1pp |
| Employer contribution / active EE | $1,886 | $5,288-64.3% | $4,935-61.8% | $4,662-59.5% |
| Participant deferral / active EE | $6,168 | $8,429-26.8% | $8,071-23.6% | $6,690-7.8% |
| Admin fee / account holder | $8,917 | $15,053-40.8% | $13,006-31.4% | $13,400-33.5% |