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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 | $85,994 | $65,575+31.1% | $86,209-0.2% | $75,181+14.4% |
| Participation rate | 70.3% | 60.5%+9.8pp | 69.0%+1.4pp | 67.2%+3.1pp |
| Annual return | 18.39% | 46.07%-27.7pp | 1169.05%-1150.7pp | 160.69%-142.3pp |
| Employer contribution / active EE | $1,155 | $1,553-25.6% | $2,381-51.5% | $2,671-56.7% |
| Participant deferral / active EE | $5,645 | $3,023+86.7% | $3,986+41.6% | $4,126+36.8% |
| Admin fee / account holder | $17,887 | $5,470+227.0% | $6,853+161.0% | $5,650+216.6% |