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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 | $66,748 | $76,522-12.8% | $56,033+19.1% | $145,884-54.2% |
| Participation rate | 77.8% | 63.2%+14.6pp | 52.5%+25.3pp | 80.3%-2.5pp |
| Annual return | 12.44% | 3014.28%-3001.8pp | 1711.38%-1698.9pp | 551.85%-539.4pp |
| Employer contribution / active EE | $1,801 | $1,382+30.3% | $1,041+73.1% | $4,662-61.4% |
| Participant deferral / active EE | $3,687 | $2,624+40.5% | $1,954+88.7% | $6,690-44.9% |
| Admin fee / account holder | $2,168 | $3,328-34.8% | $2,827-23.3% | $13,392-83.8% |