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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 | $151,845 | $96,691+57.0% | $86,656+75.2% | $139,487+8.9% |
| Participation rate | 92.9% | 74.4%+18.4pp | 71.7%+21.2pp | 80.3%+12.5pp |
| Annual return | 16.16% | 106.87%-90.7pp | 593.09%-576.9pp | 373.84%-357.7pp |
| Employer contribution / active EE | $6,057 | $3,267+85.4% | $3,025+100.2% | $4,755+27.4% |
| Participant deferral / active EE | $7,800 | $4,838+61.2% | $4,439+75.7% | $6,713+16.2% |
| Admin fee / account holder | $2,500 | $6,414-61.0% | $5,619-55.5% | $11,407-78.1% |