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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 | $98,951 | $160,070-38.2% | $147,117-32.7% | $145,897-32.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.14% | 98.69%-88.5pp | 420.54%-410.4pp | 552.29%-542.2pp |
| Employer contribution / active EE | $2,151 | $5,285-59.3% | $4,932-56.4% | $4,663-53.9% |
| Participant deferral / active EE | $9,857 | $8,419+17.1% | $8,065+22.2% | $6,689+47.3% |
| Admin fee / account holder | $18,477 | $15,035+22.9% | $12,993+42.2% | $13,390+38.0% |