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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 | $100,482 | $106,008-5.2% | $92,240+8.9% | $147,586-31.9% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 16.24% | 50.05%-33.8pp | 176.29%-160.0pp | 578.59%-562.3pp |
| Employer contribution / active EE | $1,249 | $4,333-71.2% | $3,680-66.0% | $4,876-74.4% |
| Participant deferral / active EE | $8,163 | $4,478+82.3% | $3,897+109.5% | $5,439+50.1% |
| Admin fee / account holder | $1,592 | $6,333-74.9% | $5,194-69.4% | $10,886-85.4% |