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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 | $169,033 | $85,206+98.4% | $172,745-2.1% | $72,986+131.6% |
| Participation rate | 92.3% | 70.1%+22.2pp | 82.6%+9.7pp | 69.5%+22.8pp |
| Annual return | 20.74% | 27.32%-6.6pp | 802.90%-782.2pp | 81.01%-60.3pp |
| Employer contribution / active EE | $641 | $3,325-80.7% | $5,144-87.5% | $2,440-73.7% |
| Participant deferral / active EE | $5,725 | $3,260+75.6% | $5,197+10.1% | $3,607+58.7% |
| Admin fee / account holder | $15,476 | $5,883+163.1% | $13,954+10.9% | $5,124+202.0% |