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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 | $80,203 | $160,040-49.9% | $147,096-45.5% | $145,877-45.0% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 13.71% | 98.49%-84.8pp | 419.75%-406.0pp | 551.28%-537.6pp |
| Employer contribution / active EE | $3,143 | $5,289-40.6% | $4,936-36.3% | $4,663-32.6% |
| Participant deferral / active EE | $6,460 | $8,429-23.4% | $8,071-20.0% | $6,691-3.4% |
| Admin fee / account holder | $5,371 | $15,050-64.3% | $13,005-58.7% | $13,402-59.9% |