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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 | $61,061 | $180,749-66.2% | $160,784-62.0% | $137,256-55.5% |
| Participation rate | 85.7% | 80.0%+5.7pp | 77.0%+8.8pp | 80.0%+5.8pp |
| Annual return | 75.72% | 2234.46%-2158.7pp | 1803.92%-1728.2pp | 220.34%-144.6pp |
| Employer contribution / active EE | $2,256 | $4,155-45.7% | $3,733-39.6% | $4,156-45.7% |
| Participant deferral / active EE | $4,992 | $6,844-27.1% | $6,293-20.7% | $6,407-22.1% |
| Admin fee / account holder | $25,057 | $10,397+141.0% | $9,717+157.9% | $12,270+104.2% |