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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 | $114,885 | $169,361-32.2% | $129,397-11.2% | $145,877-21.2% |
| Participation rate | 92.9% | 76.5%+16.4pp | 69.6%+23.2pp | 80.3%+12.6pp |
| Annual return | 14.03% | 14395.54%-14381.5pp | 9453.98%-9439.9pp | 551.28%-537.3pp |
| Employer contribution / active EE | $5,877 | $5,542+6.0% | $4,154+41.5% | $4,663+26.0% |
| Participant deferral / active EE | $7,771 | $4,987+55.8% | $4,167+86.5% | $6,691+16.2% |
| Admin fee / account holder | $1,080 | $9,903-89.1% | $7,679-85.9% | $13,402-91.9% |