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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 | $96,593 | $58,258+65.8% | $81,820+18.1% | $80,925+19.4% |
| Participation rate | 96.3% | 63.5%+32.8pp | 72.4%+23.9pp | 67.7%+28.6pp |
| Annual return | 15.02% | 41.76%-26.7pp | 777.93%-762.9pp | 35.65%-20.6pp |
| Employer contribution / active EE | $8,403 | $2,345+258.3% | $2,915+188.3% | $2,756+204.9% |
| Participant deferral / active EE | $7,266 | $3,284+121.3% | $4,323+68.1% | $4,299+69.0% |
| Admin fee / account holder | $15,348 | $4,976+208.4% | $7,391+107.7% | $6,940+121.2% |