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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 | $75,891 | $85,766-11.5% | $136,297-44.3% | $70,131+8.2% |
| Participation rate | 96.2% | 74.2%+22.0pp | 81.9%+14.2pp | 69.5%+26.6pp |
| Annual return | 15.98% | 31.45%-15.5pp | 5156.16%-5140.2pp | 73.14%-57.2pp |
| Employer contribution / active EE | $5,400 | $2,966+82.1% | $4,696+15.0% | $2,342+130.5% |
| Participant deferral / active EE | $6,782 | $5,051+34.3% | $6,247+8.6% | $3,332+103.6% |
| Admin fee / account holder | $13,182 | $5,420+143.2% | $9,244+42.6% | $4,645+183.8% |