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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 | $69,719 | $159,978-56.4% | $147,041-52.6% | $145,978-52.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.08% | 98.36%-87.3pp | 419.21%-408.1pp | 550.52%-539.4pp |
| Employer contribution / active EE | $1,691 | $5,288-68.0% | $4,935-65.7% | $4,662-63.7% |
| Participant deferral / active EE | $4,830 | $8,429-42.7% | $8,071-40.2% | $6,690-27.8% |
| Admin fee / account holder | $988 | $15,053-93.4% | $13,006-92.4% | $13,400-92.6% |