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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 | $130,746 | $202,342-35.4% | $172,753-24.3% | $152,909-14.5% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 33.48% | 1029.88%-996.4pp | 803.00%-769.5pp | 345.46%-312.0pp |
| Employer contribution / active EE | $5,559 | $5,857-5.1% | $5,144+8.1% | $4,764+16.7% |
| Participant deferral / active EE | $5,588 | $5,948-6.1% | $5,198+7.5% | $5,851-4.5% |
| Admin fee / account holder | $874 | $17,112-94.9% | $13,956-93.7% | $11,601-92.5% |