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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 | $72,778 | $58,241+25.0% | $81,780-11.0% | $80,911-10.1% |
| Participation rate | 86.0% | 63.4%+22.5pp | 72.4%+13.6pp | 67.6%+18.3pp |
| Annual return | 61.15% | 41.73%+19.4pp | 776.27%-715.1pp | 35.63%+25.5pp |
| Employer contribution / active EE | $5,728 | $2,343+144.4% | $2,914+96.6% | $2,756+107.9% |
| Participant deferral / active EE | $13,956 | $3,283+325.2% | $4,321+223.0% | $4,297+224.8% |
| Admin fee / account holder | $3,404 | $4,973-31.5% | $7,384-53.9% | $6,935-50.9% |