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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 | $75,484 | $104,953-28.1% | $84,637-10.8% | $152,909-50.6% |
| Participation rate | 93.8% | 74.8%+18.9pp | 68.2%+25.5pp | 82.5%+11.3pp |
| Annual return | 28.15% | 373.94%-345.8pp | 258.82%-230.7pp | 345.46%-317.3pp |
| Employer contribution / active EE | $9,951 | $3,304+201.2% | $2,653+275.1% | $4,764+108.9% |
| Participant deferral / active EE | $8,259 | $4,691+76.1% | $3,900+111.7% | $5,851+41.1% |
| Admin fee / account holder | $3,742 | $6,244-40.1% | $4,914-23.9% | $11,601-67.7% |