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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 | $149,501 | $109,411+36.6% | $89,435+67.2% | $158,982-6.0% |
| Participation rate | 78.6% | 74.3%+4.3pp | 68.0%+10.6pp | 82.0%-3.4pp |
| Annual return | 22.73% | 345.68%-322.9pp | 245.55%-222.8pp | 302.99%-280.3pp |
| Employer contribution / active EE | $2,782 | $3,173-12.3% | $2,587+7.5% | $4,763-41.6% |
| Participant deferral / active EE | $6,609 | $4,600+43.7% | $3,890+69.9% | $5,983+10.5% |
| Admin fee / account holder | $1,371 | $6,159-77.7% | $4,884-71.9% | $11,252-87.8% |