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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 | $54,444 | $111,785-51.3% | $93,669-41.9% | $145,877-62.7% |
| Participation rate | 93.8% | 74.2%+19.5pp | 68.7%+25.0pp | 80.3%+13.4pp |
| Annual return | 12.03% | 203.79%-191.8pp | 133.59%-121.6pp | 551.28%-539.3pp |
| Employer contribution / active EE | $7,575 | $3,096+144.7% | $2,424+212.6% | $4,663+62.5% |
| Participant deferral / active EE | $5,842 | $4,919+18.8% | $4,416+32.3% | $6,691-12.7% |
| Admin fee / account holder | $994 | $10,256-90.3% | $8,291-88.0% | $13,402-92.6% |