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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 | $155,170 | $90,691+71.1% | $76,119+103.9% | $145,884+6.4% |
| Participation rate | 83.3% | 74.5%+8.9pp | 69.1%+14.3pp | 80.3%+3.0pp |
| Annual return | 15.10% | 624.52%-609.4pp | 361.25%-346.1pp | 551.85%-536.7pp |
| Employer contribution / active EE | $2,053 | $3,329-38.3% | $2,693-23.8% | $4,662-56.0% |
| Participant deferral / active EE | $5,717 | $5,167+10.6% | $4,259+34.2% | $6,690-14.5% |
| Admin fee / account holder | $4,052 | $8,383-51.7% | $6,421-36.9% | $13,392-69.7% |