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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 | $112,153 | $55,446+102.3% | $155,574-27.9% | $74,429+50.7% |
| Participation rate | 71.3% | 61.9%+9.4pp | 78.2%-6.9pp | 67.2%+4.1pp |
| Annual return | 19.25% | 269.20%-249.9pp | 64.87%-45.6pp | 1368.38%-1349.1pp |
| Employer contribution / active EE | $1,851 | $2,266-18.3% | $4,676-60.4% | $2,625-29.5% |
| Participant deferral / active EE | $4,022 | $2,836+41.8% | $5,629-28.6% | $4,348-7.5% |
| Admin fee / account holder | $10,807 | $1,743+520.0% | $15,914-32.1% | $1,944+455.8% |