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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 | $249,911 | $112,121+122.9% | $95,960+160.4% | $158,966+57.2% |
| Participation rate | 82.6% | 79.0%+3.6pp | 77.1%+5.5pp | 82.0%+0.6pp |
| Annual return | 13.53% | 171.16%-157.6pp | 91.63%-78.1pp | 302.95%-289.4pp |
| Employer contribution / active EE | $1,521 | $3,199-52.5% | $2,541-40.2% | $4,762-68.1% |
| Participant deferral / active EE | $5,062 | $4,784+5.8% | $4,167+21.5% | $5,983-15.4% |
| Admin fee / account holder | $524 | $10,135-94.8% | $6,797-92.3% | $11,250-95.3% |