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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 | $199,272 | $100,073+99.1% | $85,126+134.1% | $145,877+36.6% |
| Participation rate | 94.7% | 74.1%+20.6pp | 67.5%+27.2pp | 80.3%+14.4pp |
| Annual return | 8.44% | 84.11%-75.7pp | 66.63%-58.2pp | 551.28%-542.8pp |
| Employer contribution / active EE | $2,834 | $3,236-12.4% | $2,731+3.8% | $4,663-39.2% |
| Participant deferral / active EE | $5,229 | $5,294-1.2% | $4,523+15.6% | $6,691-21.9% |
| Admin fee / account holder | $1,208 | $7,261-83.4% | $6,160-80.4% | $13,402-91.0% |