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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 | $69,348 | $57,305+21.0% | $86,640-20.0% | $75,173-7.7% |
| Participation rate | 96.3% | 63.2%+33.1pp | 71.7%+24.6pp | 67.2%+29.1pp |
| Annual return | 15.39% | 2674.24%-2658.8pp | 592.52%-577.1pp | 160.72%-145.3pp |
| Employer contribution / active EE | $8,178 | $2,316+253.1% | $3,024+170.4% | $2,671+206.2% |
| Participant deferral / active EE | $1,574 | $3,320-52.6% | $4,438-64.5% | $4,126-61.9% |
| Admin fee / account holder | $2,867 | $4,116-30.3% | $5,616-48.9% | $5,651-49.3% |