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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 | $53,854 | $160,040-66.3% | $147,096-63.4% | $145,877-63.1% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 13.94% | 98.49%-84.6pp | 419.75%-405.8pp | 551.28%-537.3pp |
| Employer contribution / active EE | $1,641 | $5,289-69.0% | $4,936-66.8% | $4,663-64.8% |
| Participant deferral / active EE | $10,405 | $8,429+23.4% | $8,071+28.9% | $6,691+55.5% |
| Admin fee / account holder | $788 | $15,050-94.8% | $13,005-93.9% | $13,402-94.1% |