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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 | $165,991 | $202,342-18.0% | $172,753-3.9% | $152,909+8.6% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.5%+9.2pp |
| Annual return | 14.31% | 1029.88%-1015.6pp | 803.00%-788.7pp | 345.46%-331.2pp |
| Employer contribution / active EE | $3,266 | $5,857-44.2% | $5,144-36.5% | $4,764-31.4% |
| Participant deferral / active EE | $8,611 | $5,948+44.8% | $5,198+65.7% | $5,851+47.2% |
| Admin fee / account holder | $3,711 | $17,112-78.3% | $13,956-73.4% | $11,601-68.0% |