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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 | $121,775 | $160,040-23.9% | $147,096-17.2% | $145,877-16.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.27% | 98.49%-84.2pp | 419.75%-405.5pp | 551.28%-537.0pp |
| Employer contribution / active EE | $4,004 | $5,289-24.3% | $4,936-18.9% | $4,663-14.1% |
| Participant deferral / active EE | $5,200 | $8,429-38.3% | $8,071-35.6% | $6,691-22.3% |
| Admin fee / account holder | $958 | $15,050-93.6% | $13,005-92.6% | $13,402-92.9% |