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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 | $70,157 | $60,128+16.7% | $90,440-22.4% | $79,852-12.1% |
| Participation rate | 97.4% | 65.0%+32.4pp | 72.7%+24.7pp | 69.6%+27.8pp |
| Annual return | 16.45% | 71.95%-55.5pp | 1294.38%-1277.9pp | 31.72%-15.3pp |
| Employer contribution / active EE | $4,005 | $2,068+93.6% | $3,263+22.7% | $2,471+62.1% |
| Participant deferral / active EE | $1,767 | $2,939-39.9% | $3,964-55.4% | $3,740-52.7% |
| Admin fee / account holder | $2,715 | $3,977-31.7% | $5,615-51.6% | $5,306-48.8% |