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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 | $149,920 | $183,539-18.3% | $155,556-3.6% | $145,897+2.8% |
| Participation rate | 95.0% | 82.7%+12.3pp | 78.2%+16.8pp | 80.3%+14.7pp |
| Annual return | 10.24% | 61.31%-51.1pp | 64.84%-54.6pp | 552.29%-542.0pp |
| Employer contribution / active EE | $7,827 | $5,315+47.3% | $4,675+67.4% | $4,663+67.9% |
| Participant deferral / active EE | $7,662 | $6,467+18.5% | $5,631+36.1% | $6,689+14.5% |
| Admin fee / account holder | $3,854 | $19,275-80.0% | $15,885-75.7% | $13,390-71.2% |