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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 | $187,022 | $102,393+82.7% | $147,041+27.2% | $80,911+131.1% |
| Participation rate | 77.8% | 75.9%+1.9pp | 82.2%-4.4pp | 67.6%+10.1pp |
| Annual return | 14.76% | 134.95%-120.2pp | 419.21%-404.5pp | 35.63%-20.9pp |
| Employer contribution / active EE | $1,619 | $3,715-56.4% | $4,935-67.2% | $2,756-41.2% |
| Participant deferral / active EE | $11,247 | $6,647+69.2% | $8,071+39.3% | $4,297+161.7% |
| Admin fee / account holder | $7,858 | $7,943-1.1% | $13,006-39.6% | $6,935+13.3% |