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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 | $74,028 | $55,472+33.4% | $155,567-52.4% | $74,546-0.7% |
| Participation rate | 97.1% | 61.9%+35.2pp | 78.2%+18.9pp | 67.2%+29.9pp |
| Annual return | 18.41% | 268.72%-250.3pp | 64.74%-46.3pp | 1366.03%-1347.6pp |
| Employer contribution / active EE | $5,711 | $2,269+151.7% | $4,674+22.2% | $2,624+117.6% |
| Participant deferral / active EE | $5,463 | $2,838+92.5% | $5,628-2.9% | $4,347+25.7% |
| Admin fee / account holder | $836 | $1,743-52.0% | $15,916-94.8% | $1,944-57.0% |