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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 | $154,266 | $85,766+79.9% | $136,298+13.2% | $70,126+120.0% |
| Participation rate | 74.5% | 74.2%+0.4pp | 81.9%-7.4pp | 69.5%+5.0pp |
| Annual return | 16.11% | 31.46%-15.3pp | 5156.27%-5140.2pp | 73.15%-57.0pp |
| Employer contribution / active EE | $685 | $2,966-76.9% | $4,696-85.4% | $2,343-70.8% |
| Participant deferral / active EE | $9,046 | $5,051+79.1% | $6,247+44.8% | $3,332+171.5% |
| Admin fee / account holder | $21,351 | $5,421+293.9% | $9,244+131.0% | $4,645+359.6% |