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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 | $110,913 | $58,241+90.4% | $81,780+35.6% | $80,911+37.1% |
| Participation rate | 96.2% | 63.4%+32.7pp | 72.4%+23.8pp | 67.6%+28.5pp |
| Annual return | 13.08% | 41.73%-28.6pp | 776.27%-763.2pp | 35.63%-22.5pp |
| Employer contribution / active EE | $3,591 | $2,343+53.2% | $2,914+23.2% | $2,756+30.3% |
| Participant deferral / active EE | $7,168 | $3,283+118.4% | $4,321+65.9% | $4,297+66.8% |
| Admin fee / account holder | $3,863 | $4,973-22.3% | $7,384-47.7% | $6,935-44.3% |