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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 | $88,466 | $58,241+51.9% | $81,780+8.2% | $80,911+9.3% |
| Participation rate | 80.8% | 63.4%+17.3pp | 72.4%+8.4pp | 67.6%+13.1pp |
| Annual return | 12.82% | 41.73%-28.9pp | 776.27%-763.4pp | 35.63%-22.8pp |
| Employer contribution / active EE | $5,716 | $2,343+143.9% | $2,914+96.2% | $2,756+107.4% |
| Participant deferral / active EE | $10,708 | $3,283+226.2% | $4,321+147.8% | $4,297+149.2% |
| Admin fee / account holder | $27,878 | $4,973+460.6% | $7,384+277.6% | $6,935+302.0% |