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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 | $127,137 | $99,011+28.4% | $86,582+46.8% | $147,586-13.9% |
| Participation rate | 91.7% | 76.3%+15.3pp | 73.5%+18.1pp | 82.8%+8.8pp |
| Annual return | 13.62% | 1312.75%-1299.1pp | 965.08%-951.5pp | 578.59%-565.0pp |
| Employer contribution / active EE | $6,250 | $3,132+99.5% | $2,839+120.1% | $4,876+28.2% |
| Participant deferral / active EE | $3,152 | $3,972-20.7% | $3,609-12.7% | $5,439-42.0% |
| Admin fee / account holder | $1,488 | $5,709-73.9% | $4,904-69.7% | $10,886-86.3% |