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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 | $49,529 | $45,152+9.7% | $73,843-32.9% | $59,632-16.9% |
| Participation rate | 93.8% | 64.0%+29.7pp | 73.4%+20.3pp | 68.7%+25.1pp |
| Annual return | 72.10% | 27.40%+44.7pp | 2267.91%-2195.8pp | 2041.32%-1969.2pp |
| Employer contribution / active EE | $4,013 | $1,902+111.0% | $2,787+44.0% | $2,203+82.2% |
| Participant deferral / active EE | $4,644 | $2,574+80.4% | $3,583+29.6% | $3,192+45.5% |
| Admin fee / account holder | $2,741 | $3,516-22.1% | $4,880-43.8% | $4,297-36.2% |