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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 | $14,790 | $100,073-85.2% | $85,126-82.6% | $145,877-89.9% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.0pp |
| Annual return | 611.47% | 84.11%+527.4pp | 66.63%+544.8pp | 551.28%+60.2pp |
| Employer contribution / active EE | $5,213 | $3,236+61.1% | $2,731+90.9% | $4,663+11.8% |
| Participant deferral / active EE | $8,068 | $5,294+52.4% | $4,523+78.4% | $6,691+20.6% |
| Admin fee / account holder | $52,297 | $7,261+620.2% | $6,160+748.9% | $13,402+290.2% |