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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 | $65,261 | $58,241+12.1% | $81,780-20.2% | $80,911-19.3% |
| Participation rate | 96.3% | 63.4%+32.9pp | 72.4%+23.9pp | 67.6%+28.6pp |
| Annual return | 11.31% | 41.73%-30.4pp | 776.27%-765.0pp | 35.63%-24.3pp |
| Employer contribution / active EE | $3,620 | $2,343+54.5% | $2,914+24.2% | $2,756+31.4% |
| Participant deferral / active EE | $9,646 | $3,283+193.9% | $4,321+123.3% | $4,297+124.5% |
| Admin fee / account holder | $5,176 | $4,973+4.1% | $7,384-29.9% | $6,935-25.4% |