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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 | $102,720 | $60,261+70.5% | $81,783+25.6% | $74,546+37.8% |
| Participation rate | 86.1% | 62.9%+23.3pp | 72.4%+13.8pp | 67.2%+18.9pp |
| Annual return | 16.41% | 16.88%-0.5pp | 775.05%-758.6pp | 1366.03%-1349.6pp |
| Employer contribution / active EE | $495 | $2,622-81.1% | $2,913-83.0% | $2,624-81.1% |
| Participant deferral / active EE | $5,091 | $3,388+50.3% | $4,320+17.8% | $4,347+17.1% |
| Admin fee / account holder | $1,639 | $1,482+10.6% | $7,380-77.8% | $1,944-15.7% |