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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 | $58,241+65.9% | $81,780+18.1% | $80,911+19.4% |
| Participation rate | 96.3% | 63.4%+32.9pp | 72.4%+23.9pp | 67.6%+28.6pp |
| Annual return | 15.02% | 41.73%-26.7pp | 776.27%-761.2pp | 35.63%-20.6pp |
| Employer contribution / active EE | $8,403 | $2,343+258.6% | $2,914+188.4% | $2,756+204.9% |
| Participant deferral / active EE | $7,266 | $3,283+121.4% | $4,321+68.2% | $4,297+69.1% |
| Admin fee / account holder | $15,348 | $4,973+208.6% | $7,384+107.9% | $6,935+121.3% |