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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 | $70,426 | $171,865-59.0% | $149,718-53.0% | $147,585-52.3% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 21.68% | 2113.29%-2091.6pp | 1501.67%-1480.0pp | 578.56%-556.9pp |
| Employer contribution / active EE | $3,403 | $6,275-45.8% | $5,445-37.5% | $4,876-30.2% |
| Participant deferral / active EE | $6,601 | $7,270-9.2% | $6,569+0.5% | $5,439+21.4% |
| Admin fee / account holder | $7,795 | $13,799-43.5% | $11,283-30.9% | $10,885-28.4% |