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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 | $102,201 | $101,591+0.6% | $147,096-30.5% | $74,429+37.3% |
| Participation rate | 91.3% | 75.5%+15.8pp | 82.2%+9.1pp | 67.2%+24.1pp |
| Annual return | 21.63% | 8746.45%-8724.8pp | 419.75%-398.1pp | 1368.38%-1346.8pp |
| Employer contribution / active EE | $6,695 | $3,813+75.6% | $4,936+35.6% | $2,625+155.1% |
| Participant deferral / active EE | $17,741 | $7,302+143.0% | $8,071+119.8% | $4,348+308.0% |
| Admin fee / account holder | $6,810 | $1,750+289.1% | $13,005-47.6% | $1,944+250.3% |