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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 | $72,878 | $55,446+31.4% | $155,574-53.2% | $74,429-2.1% |
| Participation rate | 94.1% | 61.9%+32.2pp | 78.2%+15.9pp | 67.2%+26.9pp |
| Annual return | 14.92% | 269.20%-254.3pp | 64.87%-49.9pp | 1368.38%-1353.5pp |
| Employer contribution / active EE | $8,705 | $2,266+284.1% | $4,676+86.2% | $2,625+231.6% |
| Participant deferral / active EE | $5,140 | $2,836+81.2% | $5,629-8.7% | $4,348+18.2% |
| Admin fee / account holder | $1,300 | $1,743-25.4% | $15,914-91.8% | $1,944-33.2% |