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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 | $151,098 | $162,529-7.0% | $130,788+15.5% | $154,746-2.4% |
| Participation rate | 85.7% | 75.9%+9.9pp | 70.1%+15.6pp | 80.7%+5.0pp |
| Annual return | 13.29% | 510.48%-497.2pp | 386.44%-373.2pp | 172.34%-159.0pp |
| Employer contribution / active EE | $3,325 | $4,447-25.2% | $3,558-6.6% | $4,379-24.1% |
| Participant deferral / active EE | $5,009 | $4,808+4.2% | $4,137+21.1% | $6,730-25.6% |
| Admin fee / account holder | $36,085 | $7,669+370.5% | $6,673+440.8% | $14,365+151.2% |