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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 | $147,691 | $125,237+17.9% | $105,608+39.8% | $145,877+1.2% |
| Participation rate | 73.3% | 77.7%-4.3pp | 75.3%-2.0pp | 80.3%-7.0pp |
| Annual return | 8.92% | 225.76%-216.8pp | 116.50%-107.6pp | 551.28%-542.4pp |
| Employer contribution / active EE | $1,852 | $3,720-50.2% | $3,167-41.5% | $4,663-60.3% |
| Participant deferral / active EE | $4,669 | $5,711-18.2% | $5,010-6.8% | $6,691-30.2% |
| Admin fee / account holder | $21,281 | $17,287+23.1% | $11,028+93.0% | $13,402+58.8% |