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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 | $193,948 | $175,259+10.7% | $149,723+29.5% | $139,487+39.0% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 17.56% | 166.82%-149.3pp | 134.50%-116.9pp | 373.84%-356.3pp |
| Employer contribution / active EE | $1,975 | $5,478-63.9% | $4,821-59.0% | $4,755-58.5% |
| Participant deferral / active EE | $3,549 | $6,522-45.6% | $5,682-37.6% | $6,713-47.1% |
| Admin fee / account holder | $1,010 | $16,158-93.7% | $13,215-92.4% | $11,407-91.1% |