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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 | $168,871 | $102,393+64.9% | $147,041+14.8% | $80,911+108.7% |
| Participation rate | 92.7% | 75.9%+16.8pp | 82.2%+10.5pp | 67.6%+25.0pp |
| Annual return | 16.52% | 134.95%-118.4pp | 419.21%-402.7pp | 35.63%-19.1pp |
| Employer contribution / active EE | $2,842 | $3,715-23.5% | $4,935-42.4% | $2,756+3.1% |
| Participant deferral / active EE | $9,732 | $6,647+46.4% | $8,071+20.6% | $4,297+126.5% |
| Admin fee / account holder | $7,763 | $7,943-2.3% | $13,006-40.3% | $6,935+11.9% |