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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 | $170,399 | $175,257-2.8% | $149,717+13.8% | $139,456+22.2% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 17.25% | 166.70%-149.4pp | 134.41%-117.2pp | 373.45%-356.2pp |
| Employer contribution / active EE | $3,581 | $5,477-34.6% | $4,820-25.7% | $4,753-24.7% |
| Participant deferral / active EE | $7,793 | $6,521+19.5% | $5,682+37.2% | $6,711+16.1% |
| Admin fee / account holder | $1,636 | $16,156-89.9% | $13,213-87.6% | $11,407-85.7% |