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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 | $75,705 | $57,305+32.1% | $86,640-12.6% | $75,173+0.7% |
| Participation rate | 77.4% | 63.2%+14.2pp | 71.7%+5.7pp | 67.2%+10.2pp |
| Annual return | 18.47% | 2674.24%-2655.8pp | 592.52%-574.0pp | 160.72%-142.2pp |
| Employer contribution / active EE | $2,763 | $2,316+19.3% | $3,024-8.6% | $2,671+3.5% |
| Participant deferral / active EE | $6,528 | $3,320+96.6% | $4,438+47.1% | $4,126+58.2% |
| Admin fee / account holder | $17,916 | $4,116+335.3% | $5,616+219.0% | $5,651+217.1% |