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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 | $160,040-66.5% | $147,096-63.6% | $145,877-63.3% |
| Participation rate | 95.7% | 84.0%+11.6pp | 82.2%+13.5pp | 80.3%+15.3pp |
| Annual return | 10.09% | 98.49%-88.4pp | 419.75%-409.7pp | 551.28%-541.2pp |
| Employer contribution / active EE | $2,171 | $5,289-59.0% | $4,936-56.0% | $4,663-53.5% |
| Participant deferral / active EE | $6,533 | $8,429-22.5% | $8,071-19.1% | $6,691-2.4% |
| Admin fee / account holder | $8,114 | $15,050-46.1% | $13,005-37.6% | $13,402-39.5% |