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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 | $29,115 | $134,817-78.4% | $123,973-76.5% | $155,188-81.2% |
| Participation rate | 95.0% | 79.4%+15.6pp | 76.7%+18.3pp | 80.8%+14.2pp |
| Annual return | 95.36% | 515.49%-420.1pp | 388.13%-292.8pp | 148.84%-53.5pp |
| Employer contribution / active EE | $4,978 | $4,425+12.5% | $4,126+20.7% | $4,248+17.2% |
| Participant deferral / active EE | $8,020 | $5,706+40.6% | $5,247+52.9% | $6,531+22.8% |
| Admin fee / account holder | $904 | $13,245-93.2% | $11,799-92.3% | $14,480-93.8% |