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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 | $149,040+1.4% | $120,225+25.7% | $137,256+10.1% |
| Participation rate | 85.7% | 75.4%+10.3pp | 69.6%+16.1pp | 80.0%+5.8pp |
| Annual return | 13.29% | 605.68%-592.4pp | 439.23%-425.9pp | 220.34%-207.0pp |
| Employer contribution / active EE | $3,325 | $4,350-23.6% | $3,475-4.3% | $4,156-20.0% |
| Participant deferral / active EE | $5,009 | $4,655+7.6% | $3,999+25.3% | $6,407-21.8% |
| Admin fee / account holder | $36,085 | $6,348+468.5% | $5,696+533.5% | $12,270+194.1% |