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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 | $155,872 | $160,028-2.6% | $147,080+6.0% | $145,884+6.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 10.16% | 98.60%-88.4pp | 420.17%-410.0pp | 551.85%-541.7pp |
| Employer contribution / active EE | $5,715 | $5,286+8.1% | $4,933+15.8% | $4,662+22.6% |
| Participant deferral / active EE | $11,326 | $8,422+34.5% | $8,066+40.4% | $6,690+69.3% |
| Admin fee / account holder | $1,947 | $15,030-87.0% | $12,989-85.0% | $13,392-85.5% |