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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 | $87,557 | $150,447-41.8% | $136,298-35.8% | $147,586-40.7% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 18.18% | 1049.15%-1031.0pp | 5156.27%-5138.1pp | 578.59%-560.4pp |
| Employer contribution / active EE | $8,618 | $5,256+64.0% | $4,696+83.5% | $4,876+76.7% |
| Participant deferral / active EE | $6,975 | $6,631+5.2% | $6,247+11.6% | $5,439+28.2% |
| Admin fee / account holder | $8,675 | $10,906-20.5% | $9,244-6.2% | $10,886-20.3% |