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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 | $197,873 | $209,422-5.5% | $178,503+10.9% | $158,982+24.5% |
| Participation rate | 73.7% | 86.4%-12.7pp | 81.9%-8.2pp | 82.0%-8.3pp |
| Annual return | 16.51% | 188.81%-172.3pp | 151.12%-134.6pp | 302.99%-286.5pp |
| Employer contribution / active EE | $4,557 | $5,707-20.1% | $5,011-9.1% | $4,763-4.3% |
| Participant deferral / active EE | $6,080 | $5,955+2.1% | $5,202+16.9% | $5,983+1.6% |
| Admin fee / account holder | $12,192 | $17,079-28.6% | $13,987-12.8% | $11,252+8.4% |