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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 | $110,701 | $171,867-35.6% | $149,716-26.1% | $147,585-25.0% |
| Participation rate | 77.8% | 88.2%-10.4pp | 87.1%-9.3pp | 82.8%-5.1pp |
| Annual return | 16.36% | 2113.36%-2097.0pp | 1501.67%-1485.3pp | 578.58%-562.2pp |
| Employer contribution / active EE | $2,852 | $6,275-54.6% | $5,444-47.6% | $4,876-41.5% |
| Participant deferral / active EE | $5,278 | $7,270-27.4% | $6,568-19.6% | $5,439-2.9% |
| Admin fee / account holder | $352 | $13,799-97.4% | $11,282-96.9% | $10,886-96.8% |