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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 | $206,409 | $106,008+94.7% | $92,240+123.8% | $147,586+39.9% |
| Participation rate | 93.8% | 80.4%+13.3pp | 76.5%+17.3pp | 82.8%+10.9pp |
| Annual return | 14.73% | 50.05%-35.3pp | 176.29%-161.6pp | 578.59%-563.9pp |
| Employer contribution / active EE | $1,525 | $4,333-64.8% | $3,680-58.6% | $4,876-68.7% |
| Participant deferral / active EE | $7,764 | $4,478+73.4% | $3,897+99.2% | $5,439+42.8% |
| Admin fee / account holder | $8,153 | $6,333+28.7% | $5,194+57.0% | $10,886-25.1% |