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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 | $146,627 | $102,393+43.2% | $147,041-0.3% | $80,911+81.2% |
| Participation rate | 77.4% | 75.9%+1.5pp | 82.2%-4.8pp | 67.6%+9.7pp |
| Annual return | 22.04% | 134.95%-112.9pp | 419.21%-397.2pp | 35.63%-13.6pp |
| Employer contribution / active EE | $3,550 | $3,715-4.5% | $4,935-28.1% | $2,756+28.8% |
| Participant deferral / active EE | $10,095 | $6,647+51.9% | $8,071+25.1% | $4,297+134.9% |
| Admin fee / account holder | $13,497 | $7,943+69.9% | $13,006+3.8% | $6,935+94.6% |