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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 | $160,040-71.6% | $147,096-69.1% | $145,877-68.9% |
| Participation rate | 95.8% | 84.0%+11.8pp | 82.2%+13.7pp | 80.3%+15.5pp |
| Annual return | 13.71% | 98.49%-84.8pp | 419.75%-406.0pp | 551.28%-537.6pp |
| Employer contribution / active EE | $8,230 | $5,289+55.6% | $4,936+66.7% | $4,663+76.5% |
| Participant deferral / active EE | $4,752 | $8,429-43.6% | $8,071-41.1% | $6,691-29.0% |
| Admin fee / account holder | $723 | $15,050-95.2% | $13,005-94.4% | $13,402-94.6% |