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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 | $143,044 | $150,447-4.9% | $136,298+4.9% | $147,586-3.1% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 14.32% | 1049.15%-1034.8pp | 5156.27%-5142.0pp | 578.59%-564.3pp |
| Employer contribution / active EE | $3,354 | $5,256-36.2% | $4,696-28.6% | $4,876-31.2% |
| Participant deferral / active EE | $7,420 | $6,631+11.9% | $6,247+18.8% | $5,439+36.4% |
| Admin fee / account holder | $1,597 | $10,906-85.4% | $9,244-82.7% | $10,886-85.3% |