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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 | $71,827 | $85,171-15.7% | $172,753-58.4% | $72,976-1.6% |
| Participation rate | 87.3% | 70.1%+17.2pp | 82.6%+4.7pp | 69.5%+17.8pp |
| Annual return | 25.58% | 27.32%-1.7pp | 803.00%-777.4pp | 81.02%-55.4pp |
| Employer contribution / active EE | $7,700 | $3,324+131.7% | $5,144+49.7% | $2,440+215.6% |
| Participant deferral / active EE | $4,913 | $3,260+50.7% | $5,198-5.5% | $3,608+36.2% |
| Admin fee / account holder | $6,418 | $5,880+9.1% | $13,956-54.0% | $5,124+25.3% |