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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 | $208,720 | $102,978+102.7% | $90,287+131.2% | $152,870+36.5% |
| Participation rate | 93.8% | 75.9%+17.9pp | 73.3%+20.5pp | 82.4%+11.3pp |
| Annual return | 17.71% | 95.17%-77.5pp | 78.10%-60.4pp | 345.34%-327.6pp |
| Employer contribution / active EE | $908 | $3,139-71.1% | $2,855-68.2% | $4,763-80.9% |
| Participant deferral / active EE | $2,700 | $4,281-36.9% | $3,885-30.5% | $5,850-53.9% |
| Admin fee / account holder | $50,451 | $6,171+717.5% | $5,351+842.7% | $11,597+335.0% |