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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 | $84,308 | $49,897+69.0% | $80,648+4.5% | $75,177+12.1% |
| Participation rate | 72.7% | 55.3%+17.4pp | 67.0%+5.7pp | 67.2%+5.5pp |
| Annual return | 17.31% | 34.68%-17.4pp | 937.21%-919.9pp | 160.75%-143.4pp |
| Employer contribution / active EE | $3,456 | $1,699+103.4% | $2,724+26.9% | $2,671+29.4% |
| Participant deferral / active EE | $5,658 | $2,992+89.1% | $4,443+27.3% | $4,126+37.1% |
| Admin fee / account holder | $6,091 | $3,579+70.2% | $5,382+13.2% | $5,651+7.8% |