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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 | $158,001 | $183,592-13.9% | $155,574+1.6% | $145,877+8.3% |
| Participation rate | 89.5% | 82.7%+6.8pp | 78.2%+11.3pp | 80.3%+9.2pp |
| Annual return | 10.62% | 61.37%-50.8pp | 64.87%-54.2pp | 551.28%-540.7pp |
| Employer contribution / active EE | $8,374 | $5,317+57.5% | $4,676+79.1% | $4,663+79.6% |
| Participant deferral / active EE | $7,159 | $6,466+10.7% | $5,629+27.2% | $6,691+7.0% |
| Admin fee / account holder | $2,255 | $19,316-88.3% | $15,914-85.8% | $13,402-83.2% |