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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 | $52,128 | $160,040-67.4% | $147,096-64.6% | $145,877-64.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.67% | 98.49%-86.8pp | 419.75%-408.1pp | 551.28%-539.6pp |
| Employer contribution / active EE | $5,161 | $5,289-2.4% | $4,936+4.5% | $4,663+10.7% |
| Participant deferral / active EE | $12,792 | $8,429+51.8% | $8,071+58.5% | $6,691+91.2% |
| Admin fee / account holder | $428 | $15,050-97.2% | $13,005-96.7% | $13,402-96.8% |