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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 | $25,206 | $159,978-84.2% | $147,041-82.9% | $145,978-82.7% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.2%+8.3pp | 80.3%+10.2pp |
| Annual return | 13.73% | 98.36%-84.6pp | 419.21%-405.5pp | 550.52%-536.8pp |
| Employer contribution / active EE | $2,060 | $5,288-61.1% | $4,935-58.3% | $4,662-55.8% |
| Participant deferral / active EE | $4,025 | $8,429-52.3% | $8,071-50.1% | $6,690-39.8% |
| Admin fee / account holder | $1,243 | $15,053-91.7% | $13,006-90.4% | $13,400-90.7% |