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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 | $175,179 | $160,070+9.4% | $147,117+19.1% | $145,897+20.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 12.38% | 98.69%-86.3pp | 420.54%-408.2pp | 552.29%-539.9pp |
| Employer contribution / active EE | $3,855 | $5,285-27.1% | $4,932-21.8% | $4,663-17.3% |
| Participant deferral / active EE | $5,895 | $8,419-30.0% | $8,065-26.9% | $6,689-11.9% |
| Admin fee / account holder | $4,508 | $15,035-70.0% | $12,993-65.3% | $13,390-66.3% |