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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 | $108,204 | $109,872-1.5% | $98,483+9.9% | $167,536-35.4% |
| Participation rate | 95.5% | 75.8%+19.6pp | 73.3%+22.1pp | 82.1%+13.3pp |
| Annual return | 12.52% | 1959.31%-1946.8pp | 1494.38%-1481.9pp | 478.82%-466.3pp |
| Employer contribution / active EE | $2,305 | $3,225-28.5% | $2,961-22.1% | $4,839-52.4% |
| Participant deferral / active EE | $7,233 | $4,673+54.8% | $4,276+69.1% | $6,342+14.1% |
| Admin fee / account holder | $28,499 | $6,757+321.8% | $5,953+378.8% | $12,315+131.4% |