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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 | $53,964 | $150,447-64.1% | $136,298-60.4% | $147,586-63.4% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 18.76% | 1049.15%-1030.4pp | 5156.27%-5137.5pp | 578.59%-559.8pp |
| Employer contribution / active EE | $6,230 | $5,256+18.5% | $4,696+32.7% | $4,876+27.8% |
| Participant deferral / active EE | $8,015 | $6,631+20.9% | $6,247+28.3% | $5,439+47.4% |
| Admin fee / account holder | $28,650 | $10,906+162.7% | $9,244+209.9% | $10,886+163.2% |