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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 | $138,671 | $160,040-13.4% | $147,096-5.7% | $145,877-4.9% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+11.9pp | 80.3%+13.8pp |
| Annual return | 12.30% | 98.49%-86.2pp | 419.75%-407.4pp | 551.28%-539.0pp |
| Employer contribution / active EE | $2,299 | $5,289-56.5% | $4,936-53.4% | $4,663-50.7% |
| Participant deferral / active EE | $5,166 | $8,429-38.7% | $8,071-36.0% | $6,691-22.8% |
| Admin fee / account holder | $4,450 | $15,050-70.4% | $13,005-65.8% | $13,402-66.8% |