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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 | $136,177 | $150,447-9.5% | $136,298-0.1% | $147,586-7.7% |
| Participation rate | 73.7% | 84.4%-10.7pp | 81.9%-8.2pp | 82.8%-9.1pp |
| Annual return | 16.87% | 1049.15%-1032.3pp | 5156.27%-5139.4pp | 578.59%-561.7pp |
| Employer contribution / active EE | $1,053 | $5,256-80.0% | $4,696-77.6% | $4,876-78.4% |
| Participant deferral / active EE | $6,459 | $6,631-2.6% | $6,247+3.4% | $5,439+18.8% |
| Admin fee / account holder | $2,174 | $10,906-80.1% | $9,244-76.5% | $10,886-80.0% |