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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 | $101,451 | $150,442-32.6% | $136,295-25.6% | $147,585-31.3% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 17.71% | 1049.09%-1031.4pp | 5155.97%-5138.3pp | 578.56%-560.8pp |
| Employer contribution / active EE | $2,146 | $5,256-59.2% | $4,695-54.3% | $4,876-56.0% |
| Participant deferral / active EE | $4,336 | $6,630-34.6% | $6,247-30.6% | $5,439-20.3% |
| Admin fee / account holder | $19,202 | $10,905+76.1% | $9,243+107.7% | $10,885+76.4% |