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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 | $70,061 | $169,361-58.6% | $129,397-45.9% | $145,877-52.0% |
| Participation rate | 95.7% | 76.5%+19.2pp | 69.6%+26.0pp | 80.3%+15.3pp |
| Annual return | 14.43% | 14395.54%-14381.1pp | 9453.98%-9439.5pp | 551.28%-536.9pp |
| Employer contribution / active EE | $2,644 | $5,542-52.3% | $4,154-36.4% | $4,663-43.3% |
| Participant deferral / active EE | $6,454 | $4,987+29.4% | $4,167+54.9% | $6,691-3.5% |
| Admin fee / account holder | $5,792 | $9,903-41.5% | $7,679-24.6% | $13,402-56.8% |