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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 | $15,731 | $97,729-83.9% | $83,830-81.2% | $135,379-88.4% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | 12.75% | 1287.52%-1274.8pp | 850.97%-838.2pp | 519.79%-507.0pp |
| Employer contribution / active EE | $6,358 | $4,222+50.6% | $3,631+75.1% | $4,779+33.0% |
| Participant deferral / active EE | $5,881 | $4,683+25.6% | $4,082+44.1% | $5,609+4.8% |
| Admin fee / account holder | $2,610 | $6,674-60.9% | $5,479-52.4% | $10,828-75.9% |