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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 | $109,929 | $88,754+23.9% | $81,820+34.4% | $145,877-24.6% |
| Participation rate | 86.4% | 75.1%+11.3pp | 72.4%+14.0pp | 80.3%+6.1pp |
| Annual return | 16.25% | 1031.77%-1015.5pp | 777.93%-761.7pp | 551.28%-535.0pp |
| Employer contribution / active EE | $4,174 | $3,085+35.3% | $2,915+43.2% | $4,663-10.5% |
| Participant deferral / active EE | $6,056 | $4,648+30.3% | $4,323+40.1% | $6,691-9.5% |
| Admin fee / account holder | $63,649 | $8,424+655.6% | $7,391+761.2% | $13,402+374.9% |