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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 | $80,407 | $150,445-46.6% | $136,297-41.0% | $147,585-45.5% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 20.13% | 1049.14%-1029.0pp | 5156.16%-5136.0pp | 578.57%-558.4pp |
| Employer contribution / active EE | $6,829 | $5,256+29.9% | $4,696+45.4% | $4,876+40.0% |
| Participant deferral / active EE | $9,560 | $6,631+44.2% | $6,247+53.0% | $5,439+75.8% |
| Admin fee / account holder | $646 | $10,906-94.1% | $9,244-93.0% | $10,885-94.1% |