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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 | $79,438 | $160,028-50.4% | $147,080-46.0% | $145,884-45.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.38% | 98.60%-86.2pp | 420.17%-407.8pp | 551.85%-539.5pp |
| Employer contribution / active EE | $3,363 | $5,286-36.4% | $4,933-31.8% | $4,662-27.9% |
| Participant deferral / active EE | $7,851 | $8,422-6.8% | $8,066-2.7% | $6,690+17.4% |
| Admin fee / account holder | $11,284 | $15,030-24.9% | $12,989-13.1% | $13,392-15.7% |