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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 | $82,937 | $101,591-18.4% | $147,096-43.6% | $74,429+11.4% |
| Participation rate | 75.2% | 75.5%-0.3pp | 82.2%-6.9pp | 67.2%+8.0pp |
| Annual return | 16.04% | 8746.45%-8730.4pp | 419.75%-403.7pp | 1368.38%-1352.3pp |
| Employer contribution / active EE | $3,680 | $3,813-3.5% | $4,936-25.4% | $2,625+40.2% |
| Participant deferral / active EE | $9,239 | $7,302+26.5% | $8,071+14.5% | $4,348+112.5% |
| Admin fee / account holder | $3,896 | $1,750+122.6% | $13,005-70.0% | $1,944+100.4% |