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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 | $109,147 | $68,412+59.5% | $94,679+15.3% | $75,181+45.2% |
| Participation rate | 89.3% | 76.1%+13.2pp | 80.8%+8.5pp | 67.2%+22.1pp |
| Annual return | 38.71% | 616.91%-578.2pp | 156.75%-118.0pp | 160.69%-122.0pp |
| Employer contribution / active EE | $998 | $2,701-63.1% | $3,673-72.8% | $2,671-62.6% |
| Participant deferral / active EE | $12,043 | $6,537+84.2% | $7,417+62.4% | $4,126+191.9% |
| Admin fee / account holder | $2,100 | $5,326-60.6% | $7,233-71.0% | $5,650-62.8% |