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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 | $159,539 | $99,995+59.5% | $85,063+87.6% | $145,978+9.3% |
| Participation rate | 88.9% | 74.1%+14.8pp | 67.5%+21.4pp | 80.3%+8.6pp |
| Annual return | 20.59% | 83.99%-63.4pp | 66.54%-45.9pp | 550.52%-529.9pp |
| Employer contribution / active EE | $2,259 | $3,231-30.1% | $2,727-17.2% | $4,662-51.6% |
| Participant deferral / active EE | $4,876 | $5,295-7.9% | $4,523+7.8% | $6,690-27.1% |
| Admin fee / account holder | $462 | $7,255-93.6% | $6,155-92.5% | $13,400-96.6% |