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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 | $170,042 | $183,592-7.4% | $155,567+9.3% | $145,959+16.5% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 17.94% | 61.24%-43.3pp | 64.74%-46.8pp | 561.95%-544.0pp |
| Employer contribution / active EE | $10,599 | $5,315+99.4% | $4,674+126.8% | $4,661+127.4% |
| Participant deferral / active EE | $5,413 | $6,464-16.3% | $5,628-3.8% | $6,689-19.1% |
| Admin fee / account holder | $6,569 | $19,318-66.0% | $15,916-58.7% | $13,398-51.0% |