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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 | $114,710 | $150,447-23.8% | $136,298-15.8% | $147,586-22.3% |
| Participation rate | 82.4% | 84.4%-2.1pp | 81.9%+0.4pp | 82.8%-0.5pp |
| Annual return | 20.20% | 1049.15%-1029.0pp | 5156.27%-5136.1pp | 578.59%-558.4pp |
| Employer contribution / active EE | $6,134 | $5,256+16.7% | $4,696+30.6% | $4,876+25.8% |
| Participant deferral / active EE | $6,876 | $6,631+3.7% | $6,247+10.1% | $5,439+26.4% |
| Admin fee / account holder | $865 | $10,906-92.1% | $9,244-90.6% | $10,886-92.1% |