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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 | $87,553 | $102,663-14.7% | $86,216+1.6% | $139,466-37.2% |
| Participation rate | 84.6% | 74.5%+10.1pp | 69.0%+15.7pp | 80.3%+4.3pp |
| Annual return | 16.87% | 1924.52%-1907.7pp | 1169.42%-1152.5pp | 373.66%-356.8pp |
| Employer contribution / active EE | $3,236 | $3,035+6.6% | $2,382+35.9% | $4,754-31.9% |
| Participant deferral / active EE | $6,624 | $4,677+41.6% | $3,986+66.2% | $6,712-1.3% |
| Admin fee / account holder | $1,616 | $8,663-81.3% | $6,853-76.4% | $11,409-85.8% |