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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 | $104,281 | $60,128+73.4% | $90,440+15.3% | $79,852+30.6% |
| Participation rate | 95.5% | 65.0%+30.5pp | 72.7%+22.8pp | 69.6%+25.8pp |
| Annual return | 17.31% | 71.95%-54.6pp | 1294.38%-1277.1pp | 31.72%-14.4pp |
| Employer contribution / active EE | $4,180 | $2,068+102.1% | $3,263+28.1% | $2,471+69.2% |
| Participant deferral / active EE | $4,090 | $2,939+39.2% | $3,964+3.2% | $3,740+9.3% |
| Admin fee / account holder | $485 | $3,977-87.8% | $5,615-91.4% | $5,306-90.9% |