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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 | $99,921+99.4% | $85,009+134.4% | $145,959+36.5% |
| Participation rate | 94.7% | 74.1%+20.6pp | 67.5%+27.2pp | 80.3%+14.5pp |
| Annual return | 8.44% | 83.89%-75.4pp | 66.47%-58.0pp | 561.95%-553.5pp |
| Employer contribution / active EE | $2,834 | $3,233-12.3% | $2,728+3.9% | $4,661-39.2% |
| Participant deferral / active EE | $5,229 | $5,293-1.2% | $4,522+15.6% | $6,689-21.8% |
| Admin fee / account holder | $1,208 | $7,252-83.3% | $6,153-80.4% | $13,398-91.0% |