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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 | $127,990 | $150,446-14.9% | $136,297-6.1% | $147,585-13.3% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 13.77% | 1049.14%-1035.4pp | 5156.19%-5142.4pp | 578.58%-564.8pp |
| Employer contribution / active EE | $1,879 | $5,256-64.2% | $4,696-60.0% | $4,876-61.5% |
| Participant deferral / active EE | $3,740 | $6,631-43.6% | $6,247-40.1% | $5,439-31.2% |
| Admin fee / account holder | $2,437 | $10,906-77.7% | $9,244-73.6% | $10,886-77.6% |