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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 | $162,051 | $175,259-7.5% | $149,723+8.2% | $139,487+16.2% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 19.70% | 166.82%-147.1pp | 134.50%-114.8pp | 373.84%-354.1pp |
| Employer contribution / active EE | $5,448 | $5,478-0.5% | $4,821+13.0% | $4,755+14.6% |
| Participant deferral / active EE | $9,074 | $6,522+39.1% | $5,682+59.7% | $6,713+35.2% |
| Admin fee / account holder | $2,073 | $16,158-87.2% | $13,215-84.3% | $11,407-81.8% |