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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 | $61,416 | $160,040-61.6% | $147,096-58.2% | $145,877-57.9% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+11.9pp | 80.3%+13.8pp |
| Annual return | 13.22% | 98.49%-85.3pp | 419.75%-406.5pp | 551.28%-538.1pp |
| Employer contribution / active EE | $2,043 | $5,289-61.4% | $4,936-58.6% | $4,663-56.2% |
| Participant deferral / active EE | $9,785 | $8,429+16.1% | $8,071+21.2% | $6,691+46.2% |
| Admin fee / account holder | $23,043 | $15,050+53.1% | $13,005+77.2% | $13,402+71.9% |