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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 | $105,573 | $109,863-3.9% | $98,477+7.2% | $167,518-37.0% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 20.87% | 1958.09%-1937.2pp | 1493.59%-1472.7pp | 478.71%-457.8pp |
| Employer contribution / active EE | $2,674 | $3,225-17.1% | $2,961-9.7% | $4,838-44.7% |
| Participant deferral / active EE | $7,213 | $4,673+54.3% | $4,276+68.7% | $6,342+13.7% |
| Admin fee / account holder | $397 | $6,755-94.1% | $5,951-93.3% | $12,312-96.8% |