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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 | $153,506 | $160,028-4.1% | $147,080+4.4% | $145,884+5.2% |
| Participation rate | 86.4% | 84.0%+2.3pp | 82.2%+4.2pp | 80.3%+6.1pp |
| Annual return | 15.80% | 98.60%-82.8pp | 420.17%-404.4pp | 551.85%-536.0pp |
| Employer contribution / active EE | $2,055 | $5,286-61.1% | $4,933-58.3% | $4,662-55.9% |
| Participant deferral / active EE | $7,163 | $8,422-15.0% | $8,066-11.2% | $6,690+7.1% |
| Admin fee / account holder | $2,185 | $15,030-85.5% | $12,989-83.2% | $13,392-83.7% |