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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 | $70,640 | $160,040-55.9% | $147,096-52.0% | $145,877-51.6% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 12.61% | 98.49%-85.9pp | 419.75%-407.1pp | 551.28%-538.7pp |
| Employer contribution / active EE | $3,939 | $5,289-25.5% | $4,936-20.2% | $4,663-15.5% |
| Participant deferral / active EE | $9,672 | $8,429+14.7% | $8,071+19.8% | $6,691+44.6% |
| Admin fee / account holder | $7,643 | $15,050-49.2% | $13,005-41.2% | $13,402-43.0% |