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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 | $181,412 | $202,342-10.3% | $172,752+5.0% | $152,897+18.6% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.5%-11.0pp |
| Annual return | 21.55% | 1029.83%-1008.3pp | 802.97%-781.4pp | 345.43%-323.9pp |
| Employer contribution / active EE | $8,992 | $5,858+53.5% | $5,144+74.8% | $4,764+88.8% |
| Participant deferral / active EE | $4,347 | $5,948-26.9% | $5,198-16.4% | $5,851-25.7% |
| Admin fee / account holder | $3,762 | $17,111-78.0% | $13,955-73.0% | $11,599-67.6% |