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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 | $53,575 | $160,070-66.5% | $147,117-63.6% | $145,897-63.3% |
| Participation rate | 95.7% | 84.0%+11.6pp | 82.2%+13.5pp | 80.3%+15.3pp |
| Annual return | 10.09% | 98.69%-88.6pp | 420.54%-410.4pp | 552.29%-542.2pp |
| Employer contribution / active EE | $2,171 | $5,285-58.9% | $4,932-56.0% | $4,663-53.4% |
| Participant deferral / active EE | $6,533 | $8,419-22.4% | $8,065-19.0% | $6,689-2.3% |
| Admin fee / account holder | $8,114 | $15,035-46.0% | $12,993-37.5% | $13,390-39.4% |