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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 | $112,851 | $150,442-25.0% | $136,295-17.2% | $147,585-23.5% |
| Participation rate | 73.9% | 84.4%-10.5pp | 81.9%-8.0pp | 82.8%-8.9pp |
| Annual return | 16.63% | 1049.09%-1032.5pp | 5155.97%-5139.3pp | 578.56%-561.9pp |
| Employer contribution / active EE | $7,049 | $5,256+34.1% | $4,695+50.1% | $4,876+44.6% |
| Participant deferral / active EE | $2,829 | $6,630-57.3% | $6,247-54.7% | $5,439-48.0% |
| Admin fee / account holder | $6,562 | $10,905-39.8% | $9,243-29.0% | $10,885-39.7% |