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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 | $88,778+23.8% | $81,844+34.3% | $145,884-24.6% |
| Participation rate | 86.4% | 75.1%+11.3pp | 72.4%+14.0pp | 80.3%+6.1pp |
| Annual return | 16.25% | 1033.03%-1016.8pp | 778.87%-762.6pp | 551.85%-535.6pp |
| Employer contribution / active EE | $4,174 | $3,087+35.2% | $2,916+43.1% | $4,662-10.5% |
| Participant deferral / active EE | $6,056 | $4,648+30.3% | $4,323+40.1% | $6,690-9.5% |
| Admin fee / account holder | $63,649 | $8,430+655.0% | $7,355+765.3% | $13,392+375.3% |