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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 | $146,607 | $175,231-16.3% | $149,696-2.1% | $139,466+5.1% |
| Participation rate | 86.4% | 83.4%+3.0pp | 78.8%+7.6pp | 80.3%+6.0pp |
| Annual return | 18.91% | 166.77%-147.9pp | 134.46%-115.5pp | 373.66%-354.8pp |
| Employer contribution / active EE | $6,490 | $5,478+18.5% | $4,821+34.6% | $4,754+36.5% |
| Participant deferral / active EE | $5,070 | $6,521-22.3% | $5,682-10.8% | $6,712-24.5% |
| Admin fee / account holder | $548 | $16,155-96.6% | $13,212-95.9% | $11,409-95.2% |