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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 | $199,368 | $180,749+10.3% | $160,784+24.0% | $137,256+45.3% |
| Participation rate | 72.7% | 80.0%-7.2pp | 77.0%-4.2pp | 80.0%-7.2pp |
| Annual return | 14.42% | 2234.46%-2220.0pp | 1803.92%-1789.5pp | 220.34%-205.9pp |
| Employer contribution / active EE | $2,615 | $4,155-37.1% | $3,733-30.0% | $4,156-37.1% |
| Participant deferral / active EE | $7,861 | $6,844+14.9% | $6,293+24.9% | $6,407+22.7% |
| Admin fee / account holder | $25,359 | $10,397+143.9% | $9,717+161.0% | $12,270+106.7% |