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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 | $100,311 | $65,434+53.3% | $98,483+1.9% | $85,847+16.8% |
| Participation rate | 88.2% | 65.0%+23.2pp | 73.3%+14.9pp | 69.3%+18.9pp |
| Annual return | 15.65% | 21.75%-6.1pp | 1494.38%-1478.7pp | 318.61%-303.0pp |
| Employer contribution / active EE | $3,806 | $2,169+75.5% | $2,961+28.5% | $2,565+48.3% |
| Participant deferral / active EE | $5,424 | $3,168+71.2% | $4,276+26.8% | $3,952+37.2% |
| Admin fee / account holder | $1,458 | $4,595-68.3% | $5,953-75.5% | $6,261-76.7% |