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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 | $66,007 | $109,863-39.9% | $98,477-33.0% | $167,518-60.6% |
| Participation rate | 93.3% | 75.8%+17.5pp | 73.3%+20.0pp | 82.1%+11.2pp |
| Annual return | 15.86% | 1958.09%-1942.2pp | 1493.59%-1477.7pp | 478.71%-462.9pp |
| Employer contribution / active EE | $2,616 | $3,225-18.9% | $2,961-11.6% | $4,838-45.9% |
| Participant deferral / active EE | $3,540 | $4,673-24.2% | $4,276-17.2% | $6,342-44.2% |
| Admin fee / account holder | $945 | $6,755-86.0% | $5,951-84.1% | $12,312-92.3% |