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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 | $165,452 | $137,414+20.4% | $189,537-12.7% | $85,847+92.7% |
| Participation rate | 96.7% | 84.6%+12.1pp | 87.8%+8.9pp | 69.3%+27.3pp |
| Annual return | 16.15% | 38.14%-22.0pp | 555.34%-539.2pp | 318.61%-302.5pp |
| Employer contribution / active EE | $5,580 | $4,344+28.4% | $6,161-9.4% | $2,565+117.5% |
| Participant deferral / active EE | $11,066 | $6,260+76.8% | $8,220+34.6% | $3,952+180.0% |
| Admin fee / account holder | $6,446 | $8,630-25.3% | $12,048-46.5% | $6,261+3.0% |