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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 | $71,662 | $101,591-29.5% | $147,096-51.3% | $74,429-3.7% |
| Participation rate | 94.0% | 75.5%+18.4pp | 82.2%+11.8pp | 67.2%+26.8pp |
| Annual return | 22.77% | 8746.45%-8723.7pp | 419.75%-397.0pp | 1368.38%-1345.6pp |
| Employer contribution / active EE | $6,224 | $3,813+63.3% | $4,936+26.1% | $2,625+137.1% |
| Participant deferral / active EE | $7,921 | $7,302+8.5% | $8,071-1.9% | $4,348+82.2% |
| Admin fee / account holder | $4,734 | $1,750+170.5% | $13,005-63.6% | $1,944+143.5% |