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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 | $77,160 | $58,311+32.3% | $81,882-5.8% | $80,959-4.7% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 13.26% | 41.85%-28.6pp | 779.47%-766.2pp | 35.67%-22.4pp |
| Employer contribution / active EE | $5,523 | $2,347+135.3% | $2,916+89.4% | $2,757+100.3% |
| Participant deferral / active EE | $4,932 | $3,287+50.0% | $4,323+14.1% | $4,300+14.7% |
| Admin fee / account holder | $8,291 | $4,752+74.5% | $7,360+12.7% | $6,925+19.7% |