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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 | $37,509 | $160,028-76.6% | $147,080-74.5% | $145,884-74.3% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 15.54% | 98.60%-83.1pp | 420.17%-404.6pp | 551.85%-536.3pp |
| Employer contribution / active EE | $2,891 | $5,286-45.3% | $4,933-41.4% | $4,662-38.0% |
| Participant deferral / active EE | $11,653 | $8,422+38.4% | $8,066+44.5% | $6,690+74.2% |
| Admin fee / account holder | $10,310 | $15,030-31.4% | $12,989-20.6% | $13,392-23.0% |