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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 | $70,260 | $109,411-35.8% | $89,435-21.4% | $158,982-55.8% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.0%+17.7pp | 82.0%+3.7pp |
| Annual return | 105.73% | 345.68%-239.9pp | 245.55%-139.8pp | 302.99%-197.3pp |
| Employer contribution / active EE | $6,269 | $3,173+97.6% | $2,587+142.3% | $4,763+31.6% |
| Participant deferral / active EE | $15,978 | $4,600+247.4% | $3,890+310.7% | $5,983+167.0% |
| Admin fee / account holder | $38,360 | $6,159+522.9% | $4,884+685.4% | $11,252+240.9% |