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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 | $45,388 | $159,934-71.6% | $147,005-69.1% | $145,959-68.9% |
| Participation rate | 95.8% | 84.0%+11.8pp | 82.2%+13.7pp | 80.3%+15.5pp |
| Annual return | 13.71% | 98.24%-84.5pp | 418.76%-405.1pp | 561.95%-548.2pp |
| Employer contribution / active EE | $8,230 | $5,287+55.7% | $4,934+66.8% | $4,661+76.6% |
| Participant deferral / active EE | $4,752 | $8,427-43.6% | $8,070-41.1% | $6,689-29.0% |
| Admin fee / account holder | $723 | $15,053-95.2% | $13,006-94.4% | $13,398-94.6% |