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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 | $109,971 | $48,432+127.1% | $121,204-9.3% | $71,511+53.8% |
| Participation rate | 89.1% | 54.3%+34.8pp | 69.5%+19.6pp | 67.9%+21.2pp |
| Annual return | 16.31% | 23.28%-7.0pp | 987.18%-970.9pp | 28.86%-12.5pp |
| Employer contribution / active EE | $1,929 | $1,493+29.2% | $4,170-53.7% | $2,589-25.5% |
| Participant deferral / active EE | $5,341 | $2,756+93.8% | $4,083+30.8% | $4,291+24.5% |
| Admin fee / account holder | $4,399 | $1,845+138.5% | $5,651-22.2% | $1,588+176.9% |