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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 | $50,127 | $160,070-68.7% | $147,117-65.9% | $145,897-65.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.52% | 98.69%-87.2pp | 420.54%-409.0pp | 552.29%-540.8pp |
| Employer contribution / active EE | $3,620 | $5,285-31.5% | $4,932-26.6% | $4,663-22.4% |
| Participant deferral / active EE | $5,481 | $8,419-34.9% | $8,065-32.0% | $6,689-18.1% |
| Admin fee / account holder | $1,993 | $15,035-86.7% | $12,993-84.7% | $13,390-85.1% |