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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 | $41,077 | $150,442-72.7% | $136,295-69.9% | $147,585-72.2% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 15.24% | 1049.09%-1033.8pp | 5155.97%-5140.7pp | 578.56%-563.3pp |
| Employer contribution / active EE | $2,030 | $5,256-61.4% | $4,695-56.8% | $4,876-58.4% |
| Participant deferral / active EE | $3,949 | $6,630-40.4% | $6,247-36.8% | $5,439-27.4% |
| Admin fee / account holder | $5,059 | $10,905-53.6% | $9,243-45.3% | $10,885-53.5% |