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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 | $34,190 | $160,040-78.6% | $147,096-76.8% | $145,877-76.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.22% | 98.49%-84.3pp | 419.75%-405.5pp | 551.28%-537.1pp |
| Employer contribution / active EE | $4,252 | $5,289-19.6% | $4,936-13.9% | $4,663-8.8% |
| Participant deferral / active EE | $8,256 | $8,429-2.1% | $8,071+2.3% | $6,691+23.4% |
| Admin fee / account holder | $3,232 | $15,050-78.5% | $13,005-75.1% | $13,402-75.9% |