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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 | $143,871 | $98,766+45.7% | $149,730-3.9% | $79,852+80.2% |
| Participation rate | 91.7% | 75.8%+15.9pp | 82.5%+9.2pp | 69.6%+22.0pp |
| Annual return | 23.15% | 27.43%-4.3pp | 276.70%-253.6pp | 31.72%-8.6pp |
| Employer contribution / active EE | $1,349 | $3,217-58.1% | $4,645-71.0% | $2,471-45.4% |
| Participant deferral / active EE | $7,131 | $5,681+25.5% | $6,843+4.2% | $3,740+90.7% |
| Admin fee / account holder | $1,068 | $6,052-82.3% | $9,310-88.5% | $5,306-79.9% |