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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 | $105,512 | $65,434+61.3% | $98,483+7.1% | $85,847+22.9% |
| Participation rate | 82.1% | 65.0%+17.1pp | 73.3%+8.8pp | 69.3%+12.8pp |
| Annual return | 21.14% | 21.75%-0.6pp | 1494.38%-1473.2pp | 318.61%-297.5pp |
| Employer contribution / active EE | $480 | $2,169-77.9% | $2,961-83.8% | $2,565-81.3% |
| Participant deferral / active EE | $3,047 | $3,168-3.8% | $4,276-28.8% | $3,952-22.9% |
| Admin fee / account holder | $3,060 | $4,595-33.4% | $5,953-48.6% | $6,261-51.1% |