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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 | $81,744 | $76,785+6.5% | $56,441+44.8% | $145,959-44.0% |
| Participation rate | 71.4% | 63.2%+8.2pp | 52.5%+18.9pp | 80.3%-8.9pp |
| Annual return | 21.86% | 3000.51%-2978.7pp | 1704.21%-1682.4pp | 561.95%-540.1pp |
| Employer contribution / active EE | $2,339 | $1,381+69.4% | $1,039+125.1% | $4,661-49.8% |
| Participant deferral / active EE | $6,571 | $2,624+150.5% | $1,953+236.5% | $6,689-1.8% |
| Admin fee / account holder | $834 | $3,334-75.0% | $2,829-70.5% | $13,398-93.8% |