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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 | $85,882 | $150,447-42.9% | $136,298-37.0% | $147,586-41.8% |
| Participation rate | 95.0% | 84.4%+10.6pp | 81.9%+13.1pp | 82.8%+12.2pp |
| Annual return | 19.50% | 1049.15%-1029.6pp | 5156.27%-5136.8pp | 578.59%-559.1pp |
| Employer contribution / active EE | $3,709 | $5,256-29.4% | $4,696-21.0% | $4,876-23.9% |
| Participant deferral / active EE | $10,499 | $6,631+58.3% | $6,247+68.1% | $5,439+93.0% |
| Admin fee / account holder | $1,363 | $10,906-87.5% | $9,244-85.3% | $10,886-87.5% |