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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 | $179,929 | $209,422-14.1% | $178,503+0.8% | $158,982+13.2% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.7pp |
| Annual return | 14.85% | 188.81%-174.0pp | 151.12%-136.3pp | 302.99%-288.1pp |
| Employer contribution / active EE | $3,414 | $5,707-40.2% | $5,011-31.9% | $4,763-28.3% |
| Participant deferral / active EE | $8,187 | $5,955+37.5% | $5,202+57.4% | $5,983+36.8% |
| Admin fee / account holder | $5,126 | $17,079-70.0% | $13,987-63.4% | $11,252-54.4% |