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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 | $170,945 | $96,643+76.9% | $86,617+97.4% | $139,456+22.6% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 14.41% | 106.57%-92.2pp | 591.91%-577.5pp | 373.45%-359.0pp |
| Employer contribution / active EE | $851 | $3,264-73.9% | $3,023-71.8% | $4,753-82.1% |
| Participant deferral / active EE | $4,753 | $4,835-1.7% | $4,437+7.1% | $6,711-29.2% |
| Admin fee / account holder | $17,175 | $6,406+168.1% | $5,613+206.0% | $11,407+50.6% |