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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 | $56,512 | $65,566-13.8% | $86,200-34.4% | $75,173-24.8% |
| Participation rate | 96.9% | 60.5%+36.4pp | 69.0%+27.9pp | 67.2%+29.7pp |
| Annual return | 69.56% | 46.06%+23.5pp | 1168.58%-1099.0pp | 160.65%-91.1pp |
| Employer contribution / active EE | $9,106 | $1,553+486.4% | $2,381+282.5% | $2,670+241.0% |
| Participant deferral / active EE | $18,086 | $3,024+498.1% | $3,986+353.8% | $4,126+338.4% |
| Admin fee / account holder | $1,459 | $5,475-73.4% | $6,853-78.7% | $5,651-74.2% |