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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 | $61,632 | $76,634-19.6% | $56,054+10.0% | $145,978-57.8% |
| Participation rate | 80.0% | 63.2%+16.8pp | 52.5%+27.5pp | 80.3%-0.3pp |
| Annual return | 10.75% | 3004.33%-2993.6pp | 1705.95%-1695.2pp | 550.52%-539.8pp |
| Employer contribution / active EE | $2,384 | $1,380+72.7% | $1,039+129.4% | $4,662-48.9% |
| Participant deferral / active EE | $4,725 | $2,622+80.2% | $1,952+142.0% | $6,690-29.4% |
| Admin fee / account holder | $2,405 | $3,321-27.6% | $2,822-14.8% | $13,400-82.1% |