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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 | $193,922 | $202,440-4.2% | $169,390+14.5% | $139,466+39.0% |
| Participation rate | 78.6% | 81.1%-2.5pp | 77.2%+1.4pp | 80.3%-1.8pp |
| Annual return | 129.88% | 532.36%-402.5pp | 406.07%-276.2pp | 373.66%-243.8pp |
| Employer contribution / active EE | $1,659 | $4,693-64.7% | $4,013-58.7% | $4,754-65.1% |
| Participant deferral / active EE | $5,805 | $6,940-16.4% | $6,222-6.7% | $6,712-13.5% |
| Admin fee / account holder | $4,555 | $10,722-57.5% | $9,015-49.5% | $11,409-60.1% |