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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 | $80,944 | $150,447-46.2% | $136,298-40.6% | $147,586-45.2% |
| Participation rate | 81.3% | 84.4%-3.2pp | 81.9%-0.7pp | 82.8%-1.6pp |
| Annual return | 19.77% | 1049.15%-1029.4pp | 5156.27%-5136.5pp | 578.59%-558.8pp |
| Employer contribution / active EE | $2,240 | $5,256-57.4% | $4,696-52.3% | $4,876-54.1% |
| Participant deferral / active EE | $5,548 | $6,631-16.3% | $6,247-11.2% | $5,439+2.0% |
| Admin fee / account holder | $7,305 | $10,906-33.0% | $9,244-21.0% | $10,886-32.9% |