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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 | $99,094 | $159,978-38.1% | $147,041-32.6% | $145,978-32.1% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 11.27% | 98.36%-87.1pp | 419.21%-407.9pp | 550.52%-539.2pp |
| Employer contribution / active EE | $3,324 | $5,288-37.1% | $4,935-32.6% | $4,662-28.7% |
| Participant deferral / active EE | $5,399 | $8,429-35.9% | $8,071-33.1% | $6,690-19.3% |
| Admin fee / account holder | $52,453 | $15,053+248.5% | $13,006+303.3% | $13,400+291.4% |