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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 | $72,552 | $98,776-26.5% | $149,745-51.5% | $79,856-9.1% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.5%+9.8pp | 69.6%+22.7pp |
| Annual return | 262.56% | 27.38%+235.2pp | 276.72%-14.2pp | 31.71%+230.8pp |
| Employer contribution / active EE | $10,348 | $3,217+221.6% | $4,646+122.7% | $2,471+318.7% |
| Participant deferral / active EE | $10,331 | $5,681+81.8% | $6,843+51.0% | $3,741+176.2% |
| Admin fee / account holder | $2,881 | $6,053-52.4% | $9,312-69.1% | $5,306-45.7% |