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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 | $86,872 | $57,312+51.6% | $86,617+0.3% | $75,181+15.6% |
| Participation rate | 75.3% | 63.2%+12.1pp | 71.7%+3.6pp | 67.2%+8.1pp |
| Annual return | 19.92% | 2672.78%-2652.9pp | 591.91%-572.0pp | 160.69%-140.8pp |
| Employer contribution / active EE | $2,059 | $2,315-11.1% | $3,023-31.9% | $2,671-22.9% |
| Participant deferral / active EE | $6,960 | $3,319+109.7% | $4,437+56.9% | $4,126+68.7% |
| Admin fee / account holder | $4,930 | $4,114+19.8% | $5,613-12.2% | $5,650-12.7% |