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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 | $98,257 | $176,105-44.2% | $159,474-38.4% | $167,536-41.4% |
| Participation rate | 93.8% | 85.0%+8.8pp | 82.8%+10.9pp | 82.1%+11.6pp |
| Annual return | 22.59% | 331.91%-309.3pp | 263.68%-241.1pp | 478.82%-456.2pp |
| Employer contribution / active EE | $13,866 | $5,299+161.7% | $4,831+187.0% | $4,839+186.6% |
| Participant deferral / active EE | $18,785 | $7,751+142.3% | $7,353+155.5% | $6,342+196.2% |
| Admin fee / account holder | $3,956 | $12,559-68.5% | $10,802-63.4% | $12,315-67.9% |