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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 | $70,007 | $160,040-56.3% | $147,096-52.4% | $145,877-52.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.86% | 98.49%-80.6pp | 419.75%-401.9pp | 551.28%-533.4pp |
| Employer contribution / active EE | $2,798 | $5,289-47.1% | $4,936-43.3% | $4,663-40.0% |
| Participant deferral / active EE | $7,870 | $8,429-6.6% | $8,071-2.5% | $6,691+17.6% |
| Admin fee / account holder | $63,462 | $15,050+321.7% | $13,005+388.0% | $13,402+373.5% |