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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 | $146,231 | $183,539-20.3% | $155,556-6.0% | $145,897+0.2% |
| Participation rate | 85.0% | 82.7%+2.3pp | 78.2%+6.8pp | 80.3%+4.7pp |
| Annual return | 10.71% | 61.31%-50.6pp | 64.84%-54.1pp | 552.29%-541.6pp |
| Employer contribution / active EE | $11,302 | $5,315+112.6% | $4,675+141.7% | $4,663+142.4% |
| Participant deferral / active EE | $12,136 | $6,467+87.7% | $5,631+115.5% | $6,689+81.4% |
| Admin fee / account holder | $6,532 | $19,275-66.1% | $15,885-58.9% | $13,390-51.2% |