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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 | $65,446 | $150,447-56.5% | $136,298-52.0% | $147,586-55.7% |
| Participation rate | 72.7% | 84.4%-11.7pp | 81.9%-9.2pp | 82.8%-10.1pp |
| Annual return | 25.94% | 1049.15%-1023.2pp | 5156.27%-5130.3pp | 578.59%-552.7pp |
| Employer contribution / active EE | $1,181 | $5,256-77.5% | $4,696-74.9% | $4,876-75.8% |
| Participant deferral / active EE | $4,038 | $6,631-39.1% | $6,247-35.4% | $5,439-25.8% |
| Admin fee / account holder | $9,829 | $10,906-9.9% | $9,244+6.3% | $10,886-9.7% |