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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 | $143,943 | $217,392-33.8% | $185,818-22.5% | $167,497-14.1% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 16.29% | 148.37%-132.1pp | 122.06%-105.8pp | 478.62%-462.3pp |
| Employer contribution / active EE | $8,602 | $5,873+46.4% | $5,168+66.5% | $4,838+77.8% |
| Participant deferral / active EE | $4,336 | $6,357-31.8% | $5,568-22.1% | $6,341-31.6% |
| Admin fee / account holder | $832 | $19,813-95.8% | $16,239-94.9% | $12,310-93.2% |