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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 | $95,634 | $160,040-40.2% | $147,096-35.0% | $145,877-34.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.40% | 98.49%-86.1pp | 419.75%-407.3pp | 551.28%-538.9pp |
| Employer contribution / active EE | $9,400 | $5,289+77.7% | $4,936+90.4% | $4,663+101.6% |
| Participant deferral / active EE | $13,115 | $8,429+55.6% | $8,071+62.5% | $6,691+96.0% |
| Admin fee / account holder | $1,633 | $15,050-89.2% | $13,005-87.4% | $13,402-87.8% |